|
Equity Strategy
We believe stocks provide significant opportunities for long term growth of investment portfolios. In the short term however, the volatility of stocks can present significant risks to principal. Historically the stock market has experienced a complete up and down cycle approximately every five years. Therefore, we do not recommend significant exposure to equities for accounts that have a time horizon (or anticipated need for substantial principal withdrawals) of less than five years.
For long term portfolios we believe stocks provide better opportunities for growth with less risk than any other investment alternative, including bonds, real estate, precious metals, foreign currency, and artwork.
Equity Strategy
>>
Fixed
Income Strategy >>
|
