Our investment philosophy
We’ve spent the last century helping investors achieve what’s most important to them using a straightforward investing philosophy: Invest for the long term, seek quality investments, and manage risk through diversification.
One philosophy for every kind of market
The market changes every day, but your important financial goals probably don’t. The same goes for your investment strategy.
A long-term strategy
We believe the best way to build and preserve your financial future is with a long-term approach to investing. That’s why we don’t follow investment fads. But “buy and hold” doesn’t mean “buy and ignore.” You should still review your portfolio at least once a year to make sure you’re on track for the long haul.
Hyperfocus on quality
With our years of experience, we know what quality looks like. Our investment strategists and analysts recommend investments we believe will perform well over time — through good and bad markets. That’s why we don’t recommend penny stocks, individual junk bonds, options or commodities. We focus on quality investments that bring you closer to where you want to be.
Diversify, diversify, diversify
While diversification can’t protect you against a loss, it can help reduce your risk. If your money is invested in just one or a few investments, and one of them struggles, your entire financial strategy could be in trouble. We recommend building a portfolio that includes different types of investments that perform differently over time. And we’ll work with you to limit your risk and help you achieve your goals.
How we can help
No matter what your path forward looks like, your financial advisor will work with you every step of the way. They'll back you up with candid advice and thoughtful, tailored strategies — so you can see the road ahead and move forward with confidence.