At Financial Coach, we are evidence-based investors. We focus intensively on what works, what matters, and what we can control in the investing process. This also means that we avoid speculation, predictions, or pretending that there is some “wizard behind the curtain.”
Our investing process begins by recognizing core principles that evidence shows us to be true and meaningful. We create strategies that reflect those truths, then employ the tactics and discipline required in aiming to maximize success for our clients.
When we design and implement investment strategies, sensibility and simplicity emerge as common themes. We integrate the investment strategy according to each client’s specific financial plan and personal benchmark. From there, ongoing investment management consists of overseeing the portfolios while managing investor behavior.
Managing investor behavior is perhaps the most important determinant of long-term investing success. We focus continuously on guiding our clients away from poor decisions driven by anxiety, greed, or complacency. If acted upon, these emotional responses can be devastating to a long-term investment plan. At Financial Coach, we stress that one of our most important jobs as investment managers is to eliminate self-inflicted wounds wherever possible. We coach, teach, and consistently reinforce the truths that serve your interests.
Uncertainty is and always will be a part of financial markets and investing. We plan for the inevitabilities; we don’t try to predict them.
Investing involves risk, including loss of principal. No strategy assures success or protects against loss.