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Investment Management

Let's be honest, investing money is a challenging endeavor. There are several factors outside of your control that impact the success or failure of your investments. Investing on your own can be even more difficult. 

The average investor historically under performs the stock market fairly significantly. According to Dalbar’s Quantitative Analysis of Investor Behavior (QAIB) 2014 study, the average mutual fund investor under performed the S&P by 4.66% over a 20 year period. 

As a local investment management professional advisors company in Massachusetts and your investment partner we look to advise and educate. Our mission is to help you achieve positive results that are in line with your specific investment goals. 

Investment Philosophy

There are numerous investment philosophies out there; value investing, fundamental investing, strategic management, technical investing and many more. Certain investment situations will call for specific investment philosophies. We will utilize the full arsenal available to us in order to find the right fit.

At our core, we believe the following:

  • Control what you can control (savings rate, taxes, and costs)
  • Give your investment a specific job and stick with it
  • Proper Diversification and Asset Allocation
  • Time in the market is better than timing the market
  • Mitigate risks whenever possible
  • Minimize Expenses

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