Brian's Financial Philosophy & Process

My financial philosophy & process when helping my client make decisions is based on two very simple truths.

Number One: The major force that drives world markets at any given time are... Human Emotions.

Number Two: On any given day, a quoted price for a business or company is rarely ever a true accurate reflection of a business's actual and real value based on careful analysis of the financial statements and records.

It is for these two reasons that I recommend my valued clients work with a select number of smart, capable and disciplined money managers, who focus each day on:

  • Finding and understanding great quality businesses,
  • Purchasing them when they are significantly undervalued,
  • Avoiding and/or selling them when they become are overvalued,
  • And most importantly... Never, ever... guess with client's money.

By maintaining our discipline of working with great money managers, combined with an asset allocation appropriate to each individual client's needs... History shows us that, over time, we will realize above average investment returns while preserving capital and keeping volatility to a minimum.

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