Investment Philosophy

We believe the best probability of success in investing comes to those who employ long-term mechanical strategies with low costs, low turnover, and wide diversification. This is often times easier said than done, and that’s where we come in.

We employ a philosophy called global diversification, which gives a more balanced approach to investing by using a variety of investment styles and worldwide investment sources to impact risk and return.

The most important building block of this philosophy is the choice of assets, which has a profound impact on results. We use low cost, tax-efficient, no-load mutual funds and exchange-traded funds (ETFs) in a variety of asset classes, providing you with a globally diversified portfolio that reduces risk.

We don’t rely on forecasts or predictions, buy stocks of individual companies or make emotionally driven investment decisions. Instead, we help each investor find the right balance of equity and fixed-income funds to achieve reasonable returns with a risk level that provides peace of mind.

We offer two investment programs to implement this philosophy, with very different approaches to reducing risk. We firmly believe in both. Risk is emotional as well as quantitative, and one size doesn’t fit all. For those who aren’t comfortable with our Buy-and-Hold program, we offer Active Risk Management. Which is better? The answer is different for every investor.

To find out more, call us at 1.800.423.4893 or click here to request a free initial consultation with one of our financial advisors, who can help determine which investment program is right for you.

Free Initial Consultation

What's New on Sound Investing