THE UNIVERSAL INVESTOR PROBLEM:
Despite the powerful advances in technology, the world still invests the majority of its financial assets based upon a combination of gut instincts, hunches, hot tips and emotionally-driven decisions “I learned in college”.
The result is emotionally driven results; when the stock market declines these investors cancel their optimism in favor of the natural fear impulse. That results in their selling of their portfolio gains to satisfy their longing for comfort. Result: They have locked in losses at that point and will wait for the market to “recover”. At that point, they feel “safe”.
However, in all too many cases they are investing now at a “market top”…and they may well repeat the same losing cycle of emotional investing. Mr. Warren Buffett had it right when he stated that “all investing works over time”. It is true from real estate to Chinese ceramics, Federal Reserve driven price inflation results in investment gains over many years.
OUR BEST ASSESSMENT AND SOLUTION FOR ALL INVESTORS:
Since 1986, our firm has sought out strategies, services and providers that are the most cost-effective. We have done so because we realized that cost savings resulted in increased performance to benefit our clients. That philosophy has resulted in our long-term client retention.
We live by that rule and our independence allows us the liberty to control the client investment environment through our determined independence. As a legal “fiduciary”, we serve the client first and our independence allows us to offer cost effective alternatives from securities to real estate opportunities not available to “captive” advisors that are under the umbrella of famous “Wall Street” broker/dealers and their “advisors”.
OUR UNIQUE SOLUTION:
Remembering that investing on a long-term basis has proven successful throughout history our aim is to keep investors “comfortable” with their investment portfolio when markets make their traditional “corrections” on the downside, which we all naturally fear as a result of our inborn emotions. This concern is perfectly natural…but needs to be overcome.
We provide our Strategic Account Forecast Evaluation, (SAFE) algorithm to minimize losses where possible to increase client comfort...and long term performance.
PLEASE CALL 1-800-547-7888 FOR DETAILS SPECIFIC TO YOUR NEEDS AND WE WILL PROVIDE A PORTFOLIO ANALYSIS AT NO COST…TO INCREASE YOUR DAILY COMFORT LEVEL.
"Risk comes from not knowing what you're doing." - Warren Buffet