Our "Why"


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Our "Why"


To explain what we do, we like to start with why we do what we do.

let us show you


how we can improve your investment results

let us show you


how we can improve your investment results

Research suggests that the factors that can most greatly impact your investment results are things you can control.

We work hard to help you avoid expensive investment mistakes

Did you know that research shows that the most important factor in improving your investment returns is your own behavior? Investors make mistakes when they react emotionally. To be able to invest rationally, it is important to do so within a clear framework with well defined goals. 

For this reason, we help you  develop a long term investment strategy and then invest the funds in a disciplined manner using the investment strategy as a guide.  We help you understand better how your portfolio will do in both up and down markets so that when a downturn does come, you can stay invested. Finally, we meet regularly with you so that you know what we are doing and why. 

We work hard to help you manage your investments efficiently

Did you know that the second most important factor in investing successfully is managing the associated costs? Most of these costs are not openly disclosed. Over the long term, they can take a huge toll on the final return coming to you.

How do we help you reduce investment costs?

  • We avoid middlemen who do not add value: Typically, between you and any investment product, there is a chain of commercial intermediaries that do not add value to the final product. Our technical knowledge and operational structure allows us to avoid many of these middlemen. 
  • We invest in cost efficient products: We charge our clients directly and do not accept sales commissions on products that we recommend. As a result, we have greater independence in choosing investment products. Many times, we find products that obtain the same or better result at a fraction of the cost of those offered locally.

 

In many cases, we are able to reduce the over all investment cost (after our fee) by 1-2% per year.

Want to see how we can help you?

Request a Portfolio Review.