We believe a good investment policy is one that remains the same regardless of market cycles or popular trends. The media headlines are short-term and should not affect long-term investment decisions. Investment goals should be modified only in conjunction with a major shift in your investment time horizon or risk tolerance.
We provide advisory services for affluent families and high-income individuals. We also provide advisory services for retirement plan sponsors.
The most important principle for any investor or financial professional to understand is risk. All investing involves trade-offs. For every potential gain, there is some associated risk- whether perceived or not. Investors tempted by the potential rewards of any investment should identify the nature and magnitude of the risks involved. A common characteristic of many effective investors is the simplicity of their investments. An investment program that is not easily understood is never a prudent idea.
No strategy assures success or protects against loss. Investing involves risk including loss of principal.