Our Investment Approach
First Financial Advisor’s Strategic Investing Philosophy is firmly grounded in the academic principals of Modern Portfolio Theory.
Custom
Cost Effective
Dynamic
Flexible
We employ a top-down investing approach where we hand-pick strategic “asset class”- based investments in an effort to deliver comprehensive market diversification at the lowest possible cost. We believe that this strategic investing is simple. Invest in the best companies. Although that may seem to “oversimplify” portfolio management, our process, as disciplined portfolio managers, is to know the financial markets inside and out to select the best investments for your portfolio. Our best approach is to maximize investment returns while minimizing risk and volatility. This means that because of our size, we can build customized, dynamic, and flexible portfolios compared to larger competitors. We strive to gain complete understanding of your unique situation so that we can ultimately lead you to a successful long term investment outcome. Our thorough process yields results.
Specifically, we will focus our efforts on things we can control:
- Defining and incorporating an appropriate strategy to hedge against risk according to your goals and risk tolerance.
- Capture as much of the market returns as possible given your objectives.
- Coordinating your investment strategy with your overall financial & life goals.
- Hand-select investments to minimize costs while maintaining sensitivity to your tax situation thus detracting from your portfolio returns.
- Systematically rebalancing your portfolio according to your unique investment policy statement and changing market conditions.
All things being equal, we believe that lower fees, optimizing returns while minimizing risk, and custom portfolio management means better returns and better support for your overall financial goals. It is our goal to every client to achieve comprehensive market diversification which is fundamental to maximizing investment results.
Reach Us
To start a FREE initial consultation, pick up the phone or send us a message to speak with one of our professionals. we look forward to hearing from you.
