Your investments are based on your investment objective, the template for building and maintaining your financial house. We make investments within this context and according to a conservative strategy based on intrinsic value. It is a philosophy developed by Ben Graham (1894-1976) and followed most famously by Warren Buffett. In essence, we believe that real safety and real risk are defined by value and price, not other commonly used statistical measures. Only after risk has been adequately assessed, do we consider your future returns.
No two portfolios will be exactly alike, and as an independent firm we are able to customize your accounts to your needs, even integrating investment choices previously held in your portfolio upon transferring. Some of the investment products that may be incorporated into your portfolio include stocks, bonds, mutual funds, exchange traded funds, and alternative investments, among others, based on your financial goals and suitability.
No strategy assures success or protects against loss.