My plan is to not worry about my investments


It has been proven time and again that emotion is one of the largest destroyers of wealth. A lot of investors get caught up in both the upward hype of an investment and the downward spiral of negative news.



Mr. Warren Buffett, one of the greatest investors of all time and currently #3 on Forbes list of the world’s wealthiest people, amassed a fortune for himself and his followers from the early 1960s until the present, as CEO of Berkshire Hathaway. Rising from humble beginnings to become one of the richest men in the world, he also laid down the basics required to be a successful investor.

“To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insight, or inside information. What’s needed is sound intellectual framework for decisions and the ability to keep emotions from corroding that framework.”

Warren Buffett has two attributes that really work for him. He has a deep and thorough understanding of each investment he makes and he is a very patient and long-term orientated investor. We want our clients to maintain a similar approach.

That is why we take the time to ask the important questions about your investment timeline, your past experience with investments, your knowledge of the markets, and your true objectives for every account. This helps us to chart a course for your portfolio.

Most importantly, we take the time to educate and prepare you for the typical ups and downs in your investments, and let you know where opportunities and hazards might lie.

If you do not want to worry about your investments you need to be comfortable holding these investments in good times and bad. Comfort comes from having a good understanding of what you are investing in and having the right investments for your own risk preference.



Comfort also comes from knowing that we maintain a watchful eye over your investments.


Give us a call now to reduce the worry surrounding your investment portfolio.