Our Four Investing Pillars

“Investing” requires a well-thought-out plan to succeed. One based on un-biased research and testing. Investing means consistently following the plan. Investing requires patience and perspective. Of course, this is the opposite of speculation.

Our approach to investing for our clients has four pillars:

  1. Risk and return are related; that is, you trade return potential for risk; more return potential equals more risk.
  2. Passive beats active investing.
  3. Diversification is a key to managing risk.
  4. Costs matter. Every dollar you spend on an investment (or an advisor!) is a dollar out of your pocket.

The way we apply these guiding principles are the three P’s:




That’s it. If you want to know how we go about taking care of our clients’ money, it’s simple.

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