RISK MANAGEMENT

You don't need us to tell you that investing is not without risk. We attempt to minimize that by striking a proper balance between reward and reasonable risk.

The successful investing discipline we’ve developed over many years provides solid risk management:

  • We work with market conditions - not against. There are times to be fully invested and, on occasion, times to be more defensively oriented.​

  • We know in advance what specific conditions will cause a security to be sold with pre-established guardrails, minimizing potential losses. Maintaining diverse holdings across multiple industries of high quality, fundamentally sound, liquid securities provides a solid investment base.

  • Money market (cash) reserves will naturally increase during poor market conditions. 

Maintaining a high level of diversified stocks, fixed income securities and cash as appropriate, minimizes market exposure and risk.