My Investment Philosophy
“If you
have more than $50,000 to invest, you should fire your broker and find an
investment advisor. Brokerage firms would like you to think they perform the
same functions as investment advisors…….
Arthur Levitt
– Former SEC Chairman
•I strongly believe in asset allocation in the overall model as well as the growth portfolio. I do not believe in market timing but will on occasion carry a large position of cash if I feel the market is unstable and the outlook is not favorable for growth.
•I am consistently evaluating the efficiency of the portfolio and looking for opportunities that fit into the model.
•Re balancing and restructuring the portfolio as market conditions dictate or opportunity arises.
•I truly believe this is a unique time to take advantage of an unstable market. This is not a “Buy and Hold” strategy, I put much more thought and experience in the investment decisions I make.