Investment Management
We start by fully understanding your financial needs and goals. We then work in partnership with you to create an investment strategy based on careful research and a disciplined process.
INVESTING IN THE FUTURE
Accredited Wealth Management takes a long-term investment approach, emphasizing asset allocation strategies, and diversification as a means of reducing risk and achieving investment success. Our deep research and analysis allow us to be patient and flexible, and help us avoid emotional or irrational decisions that often lead to investing mistakes.
Since we are an independent, Registered Investment Advisor, we are always objective when reviewing potential investments. Therefore, we are not limited to a certain company's proprietary investment products, but instead, search the entire investment universe for the most appropriate investment solutions.
By working directly with our investment managers, you'll always know what you own, why you own it, and how you're doing. We believe:
- Greater investment opportunities are created when a global investment perspective is combined with a strategic vision and disciplined asset allocation process.
- A disciplined focus on intrinsic value tends to reap the biggest rewards over the long haul.
- Enduring wealth is built from buying great companies that have sustainable competitive advantages and solid growth prospects, at reasonable valuations.
- Long-term investment success requires strategic vision and intestinal fortitude; investors must be willing to act based on their courage of convictions.
OUR PROCESS
As a fiduciary, we use our Core & Explore investment strategy to develop customized portfolios specific to your goals. The Core of your portfolio includes strategic investments for long-term asset allocation and diversification, while the Explore strategies are designed to capture market opportunities and improve long-term results. Our security selection is always objective and solely focused on finding the best solutions to implement your investment strategy.
As a fiduciary, we construct your customized portfolio using our investment process that combines the fundamental importance of Strategic Allocation, Tactical Opportunities, and Security Selection.
"The single greatest edge an investor can have is a long-term orientation." —Seth Klarman
INDUSTRY-LEADING TECHNOLOGY
Through our custodian, Charles Schwab, you enjoy access to sophisticated technology, including real-time portfolios, transactions and quotes, comprehensive year-end tax planning, automatic distributions, fund transfers, and bill payment services at no additional costs.
