Every day, you’re probably engaging in small, subconscious acts of investment planning.
With seemingly endless tasks and a limited amount of time available, planning how you invest your time helps ensure you’re making the most of the hours you have available.
But how much time have you been investing in managing your portfolio?
We have developed a philosophy based on four primary factors:
1. EXPERIENCE
2. INVESTOR BEHAVIOR
3. OPTIMISM
4. MAINTAINING YOUR PURCHASING POWER
Through developing a personalized investment strategy with our philosophy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth, so you reach your financial goals.
Our Money Management
In the spirit of keeping it simple, we have three portfolios – two for growing your wealth (growth and growth and income), and one for retirement income (our dividend model).
We believe that the biggest risk to your potential 40 year retirement is inflation robbing you of your purchasing power. We also believe that volatility in the form of stock ownership is a small price to pay for having the potential to maintain and even potentially increase your standard of living in retirement.
To put it simply, we are champions of stock ownership at any age, as long as you have the right money mindset. Schedule a consultation to learn more about how we can help.
Our accumulation, or growth portfolio is a go anywhere investment approach that typically has up to 98% in exchange traded funds and individual stocks. It’s primary objective is accumulate as much portfolio value as possible so you can enjoy the fruits of your labor later. Our growth and income model has 20% fixed income and invests primarily in exchange traded funds.
Our dividend income investment model typically has 80% of the portfolio in dividend paying stocks and exchange traded funds, and the balance in bonds, bond funds and cash. It’s primary objective is to generate dividend income, with portfolio growth a secondary objective.
