An Investment Philosophy is a set of core beliefs that provide a foundation for making sound and prudent investment decisions. Successful investors and their advisors are guided by a philosophy, rather than by market forces. Without strong beliefs in a core set of principles, market turmoil, financial headlines and market fads can sway decisions.
We live in a timing and selection culture that emphasizes short-term investment performance rather than the long-term achievement of your individual financial goals.
At Waterford, we take a different approach.