Investment Philosophy
Our investment philosophy is both sophisticated and straightforward. We typically use low-cost institutional managers who construct “asset class” mutual funds and/or “core” equity funds, and we diversify broadly to significantly reduce non-market risks. The most important factor determining your investment outcome will be your asset allocation. Once you have determined your asset allocation, the next step is to select the investment vehicles that you will use to implement your portfolio strategy.
COMPLIMENTARY PORTFOLIO REVIEW
Two important principles of prudent investing should guide this selection and, in essence, are the same principles reflected within Modern Portfolio Theory:
PRINCIPLE 1: THE POWER OF DIVERSIFICATION
While a single stock may rise or fall dramatically, the movement of the overall market over time has been generally upward and much more subdued.
Learn MorePRINCIPLE 2: STAYING INVESTED
Our advice is simple: If you have a well-developed plan, one that doesn’t take more risk than you have the ability, willingness and need to take, then you should stick to it.
Learn More* Dopkins Wealth Management, LLC is a registered investment advisor owned by the partners of Dopkins & Company, LLP.
