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AWM's rules for investing success:

Our Chief Investment Officer, Steve Giacobbe, has been investing on behalf of clients for decades.  Based on his experience, he has developed a set of rules that lead to long-term investing success. Our rules for investing are reinforced by our commitment to being good stewards of our client’s capital, managing each account with the same attention to detail that we manage our own.  
  • Focus on executing your process, not short-term results
  • Asset allocation is the most important decision
  • Markets will tend to mean revert over time
  • Volatility is a friend to the long-term investor
  • Contrarianism works when markets are at extremes
  • Don’t be an emotional investor, know your strengths & weaknesses, have a plan
  • Admit mistakes - sell your losers and let the winners grow
  • Valuation wins in the long-run
  • Costs matter
  • Risk cannot be avoided, be decisive when opportunities arise
  • Wall Street is not your friend - avoid hype and complexity
  • Avoid intellectual arrogance, it is the enemy of good decision making
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 Accredited Wealth Management
6010 Brownsboro Park Boulevard
Suite F
Louisville, KY 40207
Office: 502-290-1905
Fax: 502-290-1908


Accredited Wealth Management provides this information for educational purposes only; it is not intended to be specific to any individual's personal circumstances. 

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. To the extent that this material concerns legal matters, individuals should consult the appropriate legal counsel given their particular situation. 

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of KY. No offers may be made or accepted from any resident outside the specific states referenced.

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