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Investment Management

Investment Management

Market fluctuations are like gravity – They will always be there.

The key for investors is to develop and stick with an investment plan they are comfortable with.  Many investment methods have proven successful over time including:

  • Buy & Hold
  • Trend Following
  • Momentum-Based Strategies
  • Diversified Asset Allocation with Rebalancing
  • Rising Dividend Equities
  • Private Market Opportunities

Each of these methods will work over time, but not during all shorter periods.  Keeping your focus on your ultimate long-term goals and trusting the plan in place will lead to success.  For example, abandoning a “buy & hold” strategy after a large market decline is a costly mistake. Trend following and adjusting your allocation proactively in advance may be a better plan if you tend to get nervous when the market goes through corrections.

Private market opportunities often offer higher return potential than publicly-traded stocks and bonds, but these higher returns come at the cost of limited liquidity (ability to access your money quickly).  But, for many investors having a reasonable portion of your assets in less-liquid investments is appropriate and may enhance your return potential at a given level of risk.


Our process seeks to understand your ability to take risk, and your willingness to take risk.  Once we understand this we can recommend an investment plan to fit your needs and help you reach your goals. No matter what strategies are chosen, it is important they are not based on emotional decision making. We use “fact-based” investing processes to guide your portfolio to lessen the chance for error and a resulting large loss. Please take a couple minutes to view this video on Fact-Based Investing, and call us to schedule a time to talk about your investment management needs.

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