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Start with
a sound plan
Establish a financial life plan that is built upon your financial and
lifestyle goals, financial resources, earnings potential and your own
level of risk tolerance. This plan should feed into your investment
portfolio design as well as your estate, insurance, college and
retirement planning. |
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Keep a long-term view
A long-term investment portfolio should be managed and evaluated with a
long-term perspective. Resources that may be needed in the next few
months or years should be invested differently than long-term assets. |
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Focus foremost on the structure of
your investment portfolio
Intelligent diversification and asset class allocation are the most
important factors for investment success. Market timing and short-term
speculation are futile. |
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Avoid volatility
Guided by investment theory, we seek the minimum level of portfolio
volatility consistent with targeted investment return. The lower the
year to year volatility, the greater the probability of success of your
long-term plan. |
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Apply the best of investment
science
Practitioners are often slow to apply the findings of investment
science, either because they have not yet become conventional wisdom, or
because they fear the levels of patience and discipline required to make
them successful. These concerns are overcome by clients of Marshalla
Asset Management. |
