Duane Francis | Our Investment Philosophy
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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