Our Investing Philosophy
Building Wealth Based on Enduring Principles
In one of Aesop's Fables, The Grasshopper and the Ant, the grasshopper spends his summer singing while the ant works diligently to save food for the winter. The grasshopper mocks the ant for working, instead of enjoying, the summer, but the ant continues his preparation. When winter arrives, the grasshopper is hungry while the ant is warm and nourished.
This fable is a lot like our investing strategy. We educate our clients on the importance of saving early and proactively rather than trying to “keep up with the Joneses.” Through prudent, diligent saving and investing, you have a greater opportunity to work toward your desired retirement vision.
You may feel tempted to buy that new shiny car, dip into your retirement savings to upgrade to a larger home, or go on an elaborate vacation that you can’t comfortably afford. While all of these are nice luxuries to have, by practicing due diligence, benevolence, and industriousness, you can live comfortably in the future because you saved today. We work best with clients that understand this principle and are dedicated to building a strong future.
It is important that your values are represented in all areas of your life, including your finances. We help you as an investor by providing customized investment strategies and personalized financial planning that is custom-designed for your life and situation.