“You” is where we start
Much research has demonstrated that the actual returns achieved by a client are consistently less than that of the actual mutual fund, ETF or security they have invested in. This is primarily a function of an investor’s poor mistiming of entering and exiting markets. An investor’s greatest risk may be their own behaviour.
Therefore, we educate our clients to view volatility as potential opportunity, and not risk. The permanent loss of capital is true risk and what we seek to avoid. We also aim to achieve our client’s goals and objectives with the least amount of volatility as possible. If we can arrive at our destination in a more comfortable fashion, why wouldn’t we? We identify and utilize investment managers and strategies that have proven records of delivering attractive risk-adjusted results. Your role as a client is to understand volatility is not a permanent loss of capital and that you will experience it over various periods, and our role is to make the path as smooth as possible.