Our Investment Philosophy
We believe:
- All investing should start with a PLAN
- DISCIPLINE AND PATIENCE are essential to successful investing
- The retired investor’s primary financial concern should be preservation of their hard earned nest egg
- Whenever possible, retirees should have an investment plan designed to help produce ACCEPTABLE RESULTS IN ALL MARKET CONDITIONS
- Asset allocation may be one of the most important factors in determining long term investment performance
- In DIVERSIFICATION to help minimize risk
- For investors seeking higher long-term growth rates, time in the market and not market timing, is an important factor