Our investment philosophy

We’ve been helping investors achieve what’s most important to them for nearly 100 years using the same straightforward investing philosophy: Invest for the long term, seek quality investments and manage risk through diversification.

One philosophy for every kind of market

The market changes every day, but what you want for your future probably doesn’t. The same goes for your investment strategy.

A long-term strategy

We believe the best way to build and preserve your financial future is with a long-term approach to investing. That’s why we don’t follow investment fads. But “buy and hold” doesn’t mean “buy and ignore.” You should still review your portfolio at least once a year to make sure you’re on track for the long haul. 

Hyperfocus on quality

With our years of experience, we know what quality looks like. Our Research department recommends stocks, bonds and mutual funds that we believe will perform well over time – through good and bad markets. That’s why we don’t recommend penny stocks, individual junk bonds, options or commodities. We focus on quality investments that bring you closer to where you want to be. 

Diversify, diversify, diversify

While diversification can’t protect you against a loss, it can help reduce your risk. If your money is invested in just one or a few investments, and one of them struggles, your entire financial strategy could be in trouble. So we recommend building a portfolio that includes different types of investments that perform differently over time. And we’ll work with you to limit your risk and help you achieve your goals. 

How we can help

No matter what your path forward looks like, your financial advisor will work with you every step of the way. Backing you up with candid advice and thoughtful, tailored strategies – so you can see the road ahead and move forward with confidence.