Wealth Advice Done Right
Dependable Investment Management
We believe effective management of investments requires a “humble confidence” and willingness to go against what the financial industry often pushes. In our view, it seeks to provide certainty in your approach with a minimum amount of effort and cost by acknowledging that:
- Timelines and needs hold the most weight when it comes to the investments you select
- Complexity adds cost while increasing the likelihood of reduced returns over time
- Effort spent on predicting the uncertain future is a low- or negative-return exercise
- Adding certain costs for small chances of slightly higher returns is a poor tradeoff
- A rules-based strategy is most effective and efficient, removes emotion, and often increases confidence
- On average, simple investment mixtures outperform complex portfolios
It may seem that these items go against the grain and message of most of the financial and investment management industry, yet we believe they stack the odds significantly in favor of better outcomes for you. Humble confidence and a rules-based approach are what we recommend to combat human nature to chase claims of better outcomes based on “new and exciting information.”
We believe the more disciplined your investment approach, the lower your cost – both monetary and personal. Once willing to forego searching for “new and exciting” investment opportunities that historically do not last, that discipline becomes easier, which we believe leads to much greater results and outcomes, both financially and personally.
The more disciplined your investment approach, the lower your cost – both monetary and personal. Once willing to forego searching for “new and exciting” investment opportunities that historically do not last, that discipline becomes easier, leading to much greater results and outcomes, both financially and personally.
