Working together
Many people today are facing difficult choices in achieving their financial goals and, as well they should, are asking serious questions. Our goal with Intelligent Investing is to help you see through the noise of the marketplace in order to systematically make smart decisions about your money.
Because educated investors are the most successful investors, Intelligent Investing has been created to show you a Nobel Prize–winning approach1 crafted to seek to optimize your investment portfolio over time. It is designed specifically to not only support you in your efforts to preserve what you already have, but to also efficiently capture the market’s returns for your investments.
In addition, because we recognize that reaching your financial goals requires more than just good investment management, we have also described an approach— comprehensive wealth management—that systematically addresses your entire range of financial issues.
We believe in empowering people to make the best decisions for themselves or, if they wish, to astutely choose a financial advisor who can implement sound wealth management principles.
And we believe in sharing our own financial knowledge with everyone who wants to make wise decisions about his or her money.
We are pleased to present Intelligent Investing to our clients and prospective clients. We sincerely hope that it will provide you with a framework for an intelligent approach to making financial decisions that will help you to achieve all your most important dreams.
Feel free to download the white paper Intelligent Investor - 5 key concepts to help achieve financial success.
1 Modern portfolio theory (MPT), or mean-variance analysis, is a mathematical framework for assembling a portfolio of assets that the expected return is maximized for a given level of risk, defined as variance. Its key insight is that an asset’s risk and return should not be assessed by itself, but by how it contributes to a portfolio’s overall risk and return.
Economist Harry Markowitz introduced MPT in a 1952 essasy, for which he was later awarded a Nobel Prize in economics
CAR # 0919-00173.