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Our Investment Philosophy

We serve as fiduciaries to our investors and believe thorough research and a disciplined investment process are critical to success. Our core beliefs support the implementation and execution of our investment philosophy.

  • Research allows us to base decisions on knowledge rather than speculation or passing fads.
  • We believe:
    • A global investment perspective can lead to greater investment opportunities.
    • Markets are not always efficient—which can lead to exceptional opportunities.
    • Low costs, transparency and tax-efficiency are key determinants of success.
  • We invest for the long term.
  • We are independent thinkers.
  • We employ a disciplined, consistent investment process.
  • We invest clients’ money as if it were our own.
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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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