Low cost investments
Wealth Management believes in passive management. What does that mean? Low Cost Investments – Passive asset class funds traditionally have lower operating expenses and transaction costs. Morningstar Director of Mutual Fund Research Russel Kinnel observed: “In every single time period and data point tested, low-cost funds beat high-cost funds.”
Broad diversification and risk protection
Diversification allows for risk protection. Our investment strategy is based on the principles of the Modern Portfolio Theory (MPT), a Nobel Prize winning model. MPT provides for a passive, long-term buy-and-hold strategy implemented through globally-diversified portfolios. Portfolios are rebalanced to maintain agreed upon asset allocations.
No looking for the next trending stock, which is money that moves in and out of investments frequently. Our preferred advisors manage wealth with a long-term perspective in mind. This lowers the transaction costs, gives greater tax efficiency and lowers operating costs.
Investors need navigators
Wealth Management gives concierge service to our Investment Partners to assist them in making smart decisions for their clients.