Investment Philosophy

Pursue a Better Investment Experience

In our view, to create a better investment experience, individuals should focus on the things they can control. It starts when Eddy Financial creates an investment plan based on market principles, informed by financial science, and tailored to your specific needs and goals. Along the way, as advisors we can help you focus on actions that add investment value, such as managing expenses and minimizing taxes and portfolio turnover while maintaining broad diversification.

Equally important, we can provide knowledge and encouragement to help you stay disciplined through various market conditions.

*Required disclosure: Diversification does not guarantee a profit or protect against a loss.

Investment Philosophy

Strategic Asset Allocation

At Eddy Financial, we believe in strategic asset allocation and work with a handful of top tier provider partners. In strategic asset allocation, target asset class allocations depend on a number of factors – such as the investor’s risk tolerance, time horizon and investment objectives and change over time as these parameters evolve.

One strategic partner Eddy Financial works with identifies differences in expected returns and balances the trade-offs among competing premiums, diversification, and costs. This provider’s funds do not track an index, and this approach means that their funds trade on their own timetable rather than following indexing funds which buy and sell securities that are added or removed from a tracked index. This approach helps enable them to avoid overpaying or underselling securities.   This partner has been implementing this strategy for over three decades for institutional clients. More than a decade ago, they began to allow individuals to invest in their funds through select advisors.

Bob was an early advisor to offer their funds and is proud of his long standing association.

Required disclosure: Asset allocation and diversification do not guarantee a profit nor protect against a loss.

Schedule a free consultation with bob and andrew now
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