Trust
A client-advisor relationship must be based on mutual trust
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Investment Principles
Planning
Planning drives the portfolio, because the portfolio is a means to the end of the plan, not an end in and of itself
Volatility
Risk is the possibility of permanently losing money. Volatility is the expected fluctuation in value as we advance towards our goals
The Short-Term
The short-term direction of markets and the relative performance of a given investment in a short-term window cannot consistently be predicted or timed
A client-advisor relationship must be based on mutual trust
Planning drives the portfolio, because the portfolio is a means to the end of the plan, not an end in and of itself
Defining risk apart from inflation is an inadequate definition of risk
Asset allocation drives portfolio construction, not performance-chasing
Risk is the possibility of permanently losing money. Volatility is the expected fluctuation in value as we advance towards our goals
Behavioral decisions drive an investor’s long-term result
The short-term direction of markets and the relative performance of a given investment in a short-term window cannot consistently be predicted or timed
Our fee is not for a perfect short term market outlook but for what we feel is a rock solid investment philosophy and stellar wealth management experience
History matters a great deal in the formation of a prudent investment philosophy
Investing is for an optimist, and optimism is the hallmark of all students of history
Dividend Investing
Learn more about this cornerstone of our investment philosophy.
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The Bahnsen Group’s enduring investment strategy takes the long view for wealth management that’s focused, wise, and sustainable.
DownloadYOI Calculator
A tool to provide a basic roadmap to help investors who may have, for instance, a certain level of future dividend income from their investments in mind.
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The Bahnsen Group’s enduring investment strategy takes the long view for wealth management that’s focused, wise, and sustainable.
Download
A tool to provide a basic roadmap to help investors who may have, for instance, a certain level of future dividend income from their investments in mind.
Navigate