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.