Like most professional asset managers, we begin by making sure we completely understand your investment goals and the degree of risk you are comfortable with taking. We stay in close contact with your, to ensure that we stay on target with their financial objectives. These close connections give us the insight to develop an appropriate investment plan involving stocks, bonds or a combination of both. Warren Buffet, America s most famous investor and certainly its most wealthy one, says, Economic conditions don t change his strategy one iota. We agree completely and do not invest any differently in a Bear market than we do in a Bull market.
Consistency is key for long-term performance.
Our strategy is to buy good quality companies at reasonable prices and then hold them until value is fully realized. The last market cycle provides a wonderful lesson for individual investors. As the U.S. economy boomed in the late 1990 s, corporate profits increased and investors were willing to pay higher and higher prices for stocks. In some cases, like technology and the Internet stocks, the sky was the limit. No price was too high.