Investment Philosophy

Our investment philosophy combines the need for investment returns discovered through our quantifiable goal setting process with the risks necessary to achieve client goals.  More specifically, we seek to take only as much risk as is necessary for each client to achieve their stated financial objectives.  Out sized investment risk can lead to unexpected losses that may derail the best planning strategies.  As such, we seek to avoid losses as much as is practical and focus on compounding returns versus average returns.  The combination of loss mitigation and compounding positive returns can lead to superior risk adjusted returns over the long term.  Deviations from our core philosophy are accepted after sufficient client council and documentation.

Advisory services offered through Deer Creek Capital, a Member of Advisory Services Network, LLC