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