
What Makes Me Different?
One difference is my three-tiered investment portfolio approach. It is helpful to think in culinary terms:
Tier One, The Entrée ~ The main part of the portfolio is
designed based on proven principals, not predictions.
Academic research is applied, and a diversified collection of
holdings is assembled. Over 13,000 companies will typically
be represented in this portion of the portfolio. This reflects the
belief that over time capitalism worldwide will grow wealth.
Tier Two, The Sauce ~ Sauce goes over the entrée and
makes up a smaller overall portion of the meal but is still an
important contributor. Here we look at current economic
and political trends and make some tactical decisions about
individual market sectors that, given current conditions, are
likely to outperform other market sectors.
Tier Three, The Salt & Pepper ~ Even with a wonderful meal,
salt & pepper can enhance the experience. When we get
to this tier, the main portfolio construction is already done.
We have already applied academic research, the principals
of long-term investing and looked at current political and
economic situations. Tier Three is a chance to add a few
individual companies that analysis shows are doing well or
have the potential to do well. This is also the tier where a
client’s individual interests can be incorporated into the
overall investment strategy.
If this sounds interesting to you, let’s schedule a time to talk!
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