Broker Check

Core Beliefs

Listed below are Matthew Nye, Sean Thomas & Daren Kelley's clear and deeply held beliefs and convictions. These beliefs are firmly entrenched in wisdom and experience. The reading of these beliefs should give clients a clear understanding of philosophies practiced and implemented:

  • Market timing cannot and will not be done.
  • Long-term, goal-based investing is infinitely more important than performance-based investing.
  • Asset allocation and diversification are the main determinants of portfolio total return.*
  • The test of a financial plan is whether it causes your financial goals to be met and whether it protects you from things that can go wrong in your family’s financial life.
  • Managing investor behavior is every bit as important as investment performance.
  • Clients should understand what they are investing in and why.
  • Clients should be communicated with on a consistent and regular basis.
  • Superior client service will be acknowledged by our clients and proudly communicated to their friends and family.
  • All wealth management issues need to be addressed in a coordinated, disciplined and systematic manner.

*Asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses.

*Diversification does not assure or guarantee better performance and cannot eliminate the risk of investment losses.