Investment Management

Investment Management

In light of today’s global economy and variable markets, achieving financial success can be a complex and confusing process for even the most experienced investors, one that requires a significant amount of time, knowledge, and resources. We provide access to the necessary tools, personalized services, and abilities to help you develop a well-coordinated investment management plan that goes beyond one-dimensional product strategies.

After assessing your goals and risk tolerance, our objective is to offer advice designed to help protect and increase your wealth by delivering a high level of personalized service and expertise. Balancing your needs, we trust you will find that our experienced team offers a sophisticated level of comprehensive wealth management services to define an approach that will satisfy your long-term needs. As your needs change, our ongoing investment management process monitors the evolution of your portfolio, including individual assets, business assets, or a combination of the two. We are committed to helping you achieve your financial needs and goals.

Investment Approach

DBP Wealth Advisory Group, like most successful investment advisory firms, follows a core investment philosophy. Theses fundamental principles guide the investment decisions we help our clients make.

  • Investments are used to achieve long-term goals, while savings are used for short-term goals.
  • Asset allocation, with a diversification among stock, bond and other markets, reduces risk.
  • Investors should know how their investments fit into their portfolios and why they own particular assets.
  • Minimizing investment cost is crucial for long-term success.
  • An investor’s primary decisions involve choosing a mix of assets to be held in a portfolio, not the selection of individual investments.
  • Risk is multi-dimensional. Investors should weigh “shortfall risk” – the possibility that a portfolio may not meet long-term financial goals – against “market risk,” – the reality that returns may fluctuate.
  • Market-timing and performance-chasing are not part of a winning strategy.
  • Future long-term returns are expected to be very similar to historical returns for various asset classes and subclasses.