Our Wealth Management Philosophy
Tested by Time & Refined by Experience
The last 100 years have demonstrated that certain investment principles hold up over time. We use the investment and wealth management principles that have shown long-term success to build your investment portfolio, with each investment entirely customized to you.
With a portfolio built on demonstrated, scientific principles, you can gain greater certainty that your goals on the horizon are moving closer.
Tested by Time & Refined by Experience
The last 100 years have demonstrated that certain investment principles hold up over time. We use the investment principles that have shown long-term success to build your investment portfolio, with each investment entirely customized to you.
With a portfolio built on demonstrated, scientific principles, you can gain greater certainty that your goals on the horizon are moving closer.
Our Principles of Wealth Management
We use a combination of Nobel Prize-winning investment research, hand-picked investment securities, and experience in navigating the ups-and-downs of the markets to position your portfolio for long-term success.
Below are the foundational principles we use as the cornerstones of our investment philosophy.
Some investors will say that investing is both an art and a science.
While we agree that customizing a portfolio to a client's goals is more art than science, when it comes to selecting and recommending investments, we use a rigorous analysis process led by our Chartered Financial Analyst (CFA) holders and Chartered Alternative Investment Analyst (CAIA) holders to fully vet each investment before we recommend it to a client.
As we mentioned above, certain investment and wealth management principles have held up over the last century. By identifying how these principles have aided investors over the last 100 years, we can apply the same philosophy to managing a client's portfolio. And while past performance does not necessarily guarantee future results, by understanding market behavior in the past, we can be better equipped for what may come.
Our investments are always focused on reaching a client's long-term goals.
We understand short-term market volatility may be temporarily alarming to an investor. However, taking a long-term perspective shows us that the average annual return of the S&P 500 is just under 10%, even though some years may generate very positive returns, and others may generate very negative returns.
Each investor has his or her unique set of financial goals. Keeping this in mind, we believe it makes very little sense to recommend the same portfolios to different people.
Our investment approach for clients is built upon a foundation of customization. By understanding a client's goals and objectives, along with their investing preferences and risk comfort level, we build an entirely customized investment portfolio to help them reach their destination.
When an investor sells at a loss, it is called a "permanent loss of capital." Generally, permanent losses of capital happen during emotionally-charged times when fear and bearish-sentiment grip the market.
Serving as a client's trusted advisor, we act to minimize any emotional investment decisions to keep the portfolio's strategy on a purely rational level. In doing so, we minimize or eliminate the total losses to a client's portfolio that can be attributed to emotional decision-making.
Each cost inside of the portfolio is a drag on its overall performance. Whether it is a commission to a 3rd party (for non-fiduciary advisors), a mutual fund's expense ratio, or trading costs, we strive for total transparency in communicating these costs.
At times, we may recommend investment vehicles that carry associated costs along with it. We will always clearly communicate those costs to a client, and explain why we believe the investment justifies its cost.
Our Principles of Wealth Management
We use a combination of Nobel Prize-winning investment research, hand-picked investment securities, and experience in navigating the ups-and-downs of the markets to position your portfolio for long-term success.
Below are the foundational principles we use as the cornerstones of our investment philosophy.
Some investors will say that investing is both an art and a science.
While we agree that customizing a portfolio to a client's goals is more art than science, when it comes to selecting and recommending investments, we use a rigorous analysis process led by our Chartered Financial Analyst (CFA) holders and Chartered Alternative Investment Analyst (CAIA) holders to fully vet each investment before we recommend it to a client.
As we mentioned above, certain investment and wealth management principles have held up over the last century. By identifying how these principles have aided investors over the last 100 years, we can apply the same philosophy to managing a client's portfolio. And while past performance does not necessarily guarantee future results, by understanding market behavior in the past, we can be better equipped for what may come.
Our investments are always focused on reaching a client's long-term goals.
We understand short-term market volatility may be temporarily alarming to an investor. However, taking a long-term perspective shows us that the average annual return of the S&P 500 is just under 10%, even though some years may generate very positive returns, and others may generate very negative returns.
Each investor has his or her unique set of financial goals. Keeping this in mind, we believe it makes very little sense to recommend the same portfolios to different people.
Our investment approach for clients is built upon a foundation of customization. By understanding a client's goals and objectives, along with their investing preferences and risk comfort level, we build an entirely customized investment portfolio to help them reach their destination.
When an investor sells at a loss, it is called a "permanent loss of capital." Generally, permanent losses of capital happen during emotionally-charged times when fear and bearish-sentiment grip the market.
Serving as a client's trusted advisor, we act to minimize any emotional investment decisions to keep the portfolio's strategy on a purely rational level. In doing so, we minimize or eliminate the total losses to a client's portfolio that can be attributed to emotional decision-making.
Each cost inside of the portfolio is a drag on its overall performance. Whether it is a commission to a 3rd party (for non-fiduciary advisors), a mutual fund's expense ratio, or trading costs, we strive for total transparency in communicating these costs.
At times, we may recommend investment vehicles that carry associated costs along with it. We will always clearly communicate those costs to a client, and explain why we believe the investment justifies its cost.
How does your portfolio compare?
If you are wondering if your portfolio is working as well as it could be, we are happy to provide a no-obligation second opinion on your portfolio to give you insights on where opportunities exist to enhance your current portfolio.
If you are interested, please let us know! You can call us directly at (808) 791-1444 or use the contact form below.
How does your portfolio compare?
If you are wondering if your portfolio is working as well as it could be, we are happy to provide a no-obligation second opinion on your portfolio to give you insights on where opportunities exist to enhance your current portfolio.
If you are interested or Honolulu investment management services, please let us know! You can call us directly at (808) 791-1444 or use the contact form below.