If years of observing the ups and downs and starts and stalls of the market have taught us anything, it’s the power of pragmatism, of ensuring that you preserve what you have before you pursue what you want.
We believe that the key to maximizing goals lies not in maximizing returns, but in taking the time to carefully mitigate and manage risk. And often, the key to managing risk is as much about tempering emotion as it is about developing sound investment plans or creating strategies to reduce taxes. So, in addition to taking a reasoned and rational approach to wealth management, our team plays an active role in helping clients confront and curb the behaviors that might inhibit long-term investment success.
And because we are an Independent Registered Investment Advisor, registered with the U.S. Securities and Exchange Commission, we are held to a higher standard of fiduciary responsibility and provide all of our services with extraordinary care.
Our founder, Mark J. Smith, offers a more thorough look at the firm’s philosophy, and the reasons behind it, in the following article: Can Investors Beat the Market?