Providing a Margin of Safety
1255 Lake Plaza Drive, Ste. 244
Colorado Springs, CO 80906
(719) 540-9990
(800) 676-5496
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Portfolio Management For Investors
There are three things you can do with the money you don’t spend or give away – you can save it, speculate with it, or invest it.
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Saving is for the dollars that cannot be put at risk; savers accept lower rates of return for taking no risk.
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Speculation is a thrilling zero sum game with a winner and loser; speculators take higher levels of risk attempting to hit the proverbial “homerun.” |
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Investing is done with a well defined, disciplined process, which if done correctly can be somewhat boring; investors manage and control their level of risk and over time earn a return commensurate with the level of risk taken. |
We provide investors with a variety of solutions across the spectrum of risk - from conservatively structured fixed income portfolios to more aggressively structured equity portfolios.
Ten Investment “Truths”
Investing is a process, not an event
No investment process, as good as it may be, is perfect
Volatility/risk of your portfolio should never exceed your comfort level
Every investment proposal that sounds too good to be true, is
Sound investment portfolios are liquid – there is no substitute for liquidity
To achieve your goals, you don’t have to hit homeruns, just don’t strikeout
Make at least a five year commitment to your investment plan
Emotional and tax-driven investment decisions are rarely good decisions
Never confuse investment information with investment knowledge
The path to investment success is paved with proven investment management principles and risk management techniques
An Institutional Investment Process
Our five-step investment process begins with a personalized investment analysis, then progresses through the portfolio construction process in which multiple asset classes, style allocations and specialist money managers are combined to meet your investment objectives. Based on Modern Portfolio Theory, our disciplined, scientific process manages investment risk and over time will produce a rate of return commensurate with the level of risk you are willing to accept.
Experience The Benefits of Our Institutional Investment Process
Our institutional investment process focuses on “Providing a Margin of Safety” by emphasizing downside protection as well as upside potential. This disciplined, scientific process will:
Client Relationships
As a fiduciary, we represent and serve the investment needs of a wide variety of clients – Individuals, Trusts, Corporations, and Retirement Plans on a fee for service basis. Management fees are based on the amount of assets under management.
Our Investment Adviser Representatives are experienced professionals who work with you to understand your unique needs and help you achieve financial success. Please contact one of our Investment Adviser Representatives to arrange a confidential and informative exploratory meeting.
