| “The first thing you have to ask yourself is: Am I an investor, or am I a speculator? An investor is a person who owns a business and holds it forever and enjoys the returns that U.S. businesses, and to some extent global businesses, have earned since the beginning of time. Speculation is betting on price. I think I can buy this for 10 and sell it for 12 or 14 or 20 or 100. Speculation has no place in the portfolio or the kit of the typical investor.”
John Bogle, founder, Vanguard
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| Our investment approach is to build a broadly diversified global portfolio for our clients that is appropriate for their financial objectives, risk tolerance and individual circumstances. Our portfolio strategies are designed to avoid the common pitfalls that befall most individual investors and some asset managers, such high management fees, performance chasing, and market timing.
We focus on employing the proper strategic asset allocation strategies as opposed to attempts to time the market. We believe that time-in the market, not market-timing, will enhance a portfolio’s return in the long run. Therefore, our investment approach is to maintain a long-term view of performance.
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Asset Management
