Our Unique Approach
There are other ways to mitigate risk besides solely relying on diversification and asset allocation. You should know what’s in your portfolio.
The over-diversified approach also suggests a fundamental fallacy: If you own the entire market, it’s impossible for your portfolio to outperform it. (And you miss out on discovering exceptional companies that can perform higher than the mean.)
We believe there’s a better way, and our clients do, too. We have achieved long-term success even when the market is volatile by rooting our portfolios in the complicated work of financial analysis. We pore over financial statements and analyze the competitive environment to find top-performing companies and help our clients realize excellent returns.
“Noah did not start building the Ark when it was raining.”
Will your retirement preparations go the distance?
We’d love to sit down and discuss how we can strengthen your investments. In our complimentary retirement readiness review, we identify how to best meet your long-term investment goals based on your risk tolerance, investment time horizon, and retirement vision.
Our questionnaire takes 30 minutes to complete and provides information we use with our financial planning software. The analysis and discussion that follows takes another 30 minutes, so the entire process is complete in about an hour.