Many sound investment strategies have failed because they were executed without discipline. Discipline means that an intelligent, long-term strategy is not abandoned due to the market volatility or because one segment of a portfolio is temporarily outperforming the rest. The disciplined investor identifies and analyzes market trends but does not necessarily follow the crowd.
Our portfolio strategies are carefully designed to meet our clients’ goals in a variety of economic circumstances. Historically, our experience in both up and down markets reflects the value of this discipline.