Investment & Asset Management in Austin, TX
What is Most Important to Investors?
Beating market returns? If so, which ‘market’ benchmark are you trying to beat?
Large domestic stocks? Small company stocks? Or perhaps, international stocks? It’s common for investors to be unsure how to judge the success of their portfolio.
Without specific numbers designed to pursue your own personal financial goals, it is difficult to attain clarity. A large part of our job is to help our clients gain clarity through proper goal setting and parameters designed specifically for them and no one else.
Our Investment Principles
- We believe that an investment strategy must begin with a comprehensive financial plan.
- Long-term, strategic views form the foundation of an investment strategy.
- Tactical portfolio outlooks must consider current market factors and conditions.
- Portfolios must reflect each client’s unique factors and situations.
- Recognize the effects of costs and taxes on portfolio management.