The Strategic Equity Long-Term approach originates from our strategic partner, Catherine Avery Investment Management, and is based on the following principles:
- Focus on the long term. We start by helping you define your investment goals. We then choose the investments we believe will best achieve your goals and, unless the fundamentals of those investments change, we stick with them.
- Adjust your portfolio to reflect changing investment goals, not changes in the market. We consistently reassess whether the investments we have chosen for your portfolio are still appropriate to meeting your goals, and if they are, we stick with them.
- Do not chase performance. We don't jump on the "hot" investment ticket of the day because, unfortunately, by the time most investors make that jump, it's too late -- the investment has either peaked or could well be heading for a fall.
- Be disciplined: buy low and sell high. This is what we call, "smart rebalancing", and requires the skill and patience of a seasoned investment professional. This takes an instinctive feel for the pulse of the market.