Investment Management
“Forecasts may tell you a great deal about the forecaster; they tell you nothing about the future.”
Warren Buffett
Investment management as it relates to wealth accumulation and preservation is the cornerstone of services at GFG. Effective investment planning is no accident. It requires thoughtful and rigorous analysis, including strict adherence to time-tested and proven strategies.
Our investment management philosophy is based on the following Pillars of Modern Portfolio Theory:
- Markets are Efficient
- Exposure to Risk Factors Determines Investment Returns
- Diversification is Important
- Minimizing Taxes and Fees Ultimately Increases Expected Returns
We are not market timers…our approach to investment management is long-term and not reactionary.
We rely on academic research (not marketing research) to build customized portfolios based on your specific goals with an emphasis on tax-efficiency. Additionally, on-going monitoring of both your personal situation and your portfolio’s performance are critical to achieving success in any investment program.
We believe in complete transparency and provide straightforward investment reports to our clients so they can track performance and progress towards their goals.
