Investment Counsel
We apply decades of experience along with evidence based research and knowledge to resolve the issues and problems brought to us by our clients.
Our core investment principles:
- Asset Allocation – The mixture of stocks, bonds, and cash, is the primary determinant of a portfolio’s volatility/risk and reward.
- Diversification – Never compromise on diversification. A well-structured portfolio must be globally diversified.
- Liquidity – Never compromise on liquidity. A well-structured portfolio must be totally liquid.
- Costs – Costs matter. Lower costs help close the gap between what the stock and bond markets earn and what a portfolio earns.
- Tax Management – Consider taxes when structuring, restructuring, and implementing a portfolio.
- Disclosure – Complete transparency to foster client understanding.
- Discipline – Stay the course – Ignore the daily gyrations of the stock market. Focus on what can be controlled – costs, taxes, and emotions.