Independent. Thoughtful. Caring.
These three words summarize the investment approach that we take with each and every client. We pride ourselves in the diligent research and care that we put into making sound, responsible investment decisions.
Universal Investment Approaches Don’t Exist
This is why our relationship with you is so important. Each client has a different tolerance for risk not to mention different individual goals. We take this into account in order to tailor an investment solution designed just for you. As an independent firm, we have the options to choose from a variety of different investment products.
Diversification Trumps Momentum
One key to our investment management approach is to avoid following the crowd. Momentum investors are just that – they live in the moment and often get burned when the momentum stops.
Diversification is the most important part of managing your investments. Instead of adding to the investments that are currently doing well, we typically add to positions that are depressed and maintain a diversified portfolio. We often refer back to Warren Buffet’s quote, “Be fearful when others are greedy, and greedy when others are fearful.” In this way, we manage your investments with care and diligence. At Stonepath Wealth Management, we look to give you financial security in both good and bad economic times.
How It Works
The more we learn about you the more we can help.
We get to know you, your values, your dreams – we want to know what keeps you up at night so that you can be the best version of yourself. The first step is for us to put a complete picture together.
Helping You Look Ahead
Rather than merely relying on what’s worked in the past, we want to help others look ahead and experience amazing opportunities.
A Vanguard study, Advisors Alpha, has shown that this sort of personal care from an effective financial advisor can add about 3% to a return annually, after fees. As these accounts grow over time, a significant amount can accumulate.
Learn & Grow with Stonepath Wealth
By building relationships with others in the financial industry, closely following financial and economic news, using the lessons of historical trends, and constantly critiquing our most stubborn assumptions – our goal is to give you an unparalleled investment experience.