Our Beliefs

Central to all of our services are the following beliefs:

  • We believe in the capital markets over the long term.
  • We believe in investing, not speculating. Investing involves taking a long term perspective, setting goals and following a disciplined approach. Investing is motivated by a healthy desire to improve present circumstances. Speculating involves guessing and trading (hoping) as to a future result. Investing provides growth based on profits and improving economic conditions. Speculating involves attempting to gain from the losses of other investors.
  • We do not believe in timing the market. Market timing is difficult and defeats the purpose of long term investing. Long term investing means staying invested to take advantage of market growth.
  • We believe in an objective approach to asset allocation and management.