Duane Francis | Our Investment Philosophy
page-template,page-template-full_width,page-template-full_width-php,page,page-id-1088,qode-quick-links-1.0,ajax_fade,page_not_loaded,,qode_grid_1300,footer_responsive_adv,hide_top_bar_on_mobile_header,qode-theme-ver-11.1,qode-theme-bridge,wpb-js-composer js-comp-ver-5.1.1,vc_responsive

Our Investment Philosophy

The Wealthy Invest Differently
  • I believe in the 5 Laws of Wealth Creation.
  • I believe in long-term investing and that investors all have four things in common:
    • They want to conserve their capital
    • Grow their principal at an above-average rate of return
    • Minimize their taxes
    • Provide a substantial income for their lifetime
  • I believe that all individuals should have access to the highest quality public and private securities in their investment portfolios.
  • I believe in diversification and asset allocation