INVESTMENT PHILOSOPHY

At EVERWEALTH, we believe in creating efficient portfolios that are aligned to your unique Wealth Goals and Objectives, not in speculating on some trendy stock that doesn’t have anything to do with your risk capacity. Investments should be considered in the context of how they correspond with other investments, and how those investments as a unit, correspond with your wealth management plan. As a result, we choose the optimal mix of asset classes that will work towards maximizing your expected returns for the amount of risk you assume.

When executing Investment Consulting, we adhere to these investment principles…

FINANCIAL MARKETS ARE EFFICIENT

As free market prices fully incorporate available information, price change consequently reflects unexpected new information; therefore the current price is the best estimate of a fair price. In other words, technology and information move at such at a rapid pace that it is virtually impossible for someone to gain a competitive advantage by attempting to leverage information available to the public ahead of someone else.

FINANCIAL MARKETS ARE EFFICIENT

As free market prices fully incorporate available information, price change consequently reflects unexpected new information; therefore the current price is the best estimate of a fair price. In other words, technology and information move at such at a rapid pace that it is virtually impossible for someone to gain a competitive advantage by attempting to leverage information available to the public ahead of someone else.

The expected return of a diversified portfolio is determined by its exposure to the compensated risk factors, therefore the high costs and risks of speculation are unnecessary and potentially harmful to an investor’s long-term outlook. In other words, almost all of the performance of a portfolio can be explained by the asset classes it is investing in.

STRUCTURE EXPLAINS PERFORMANCE

STRUCTURE EXPLAINS PERFORMANCE

The expected return of a diversified portfolio is determined by its exposure to the compensated risk factors, therefore the high costs and risks of speculation are unnecessary and potentially harmful to an investor’s long-term outlook. In other words, almost all of the performance of a portfolio can be explained by the asset classes it is investing in.

RISK & RETURN ARE DIRECTLY RELATED

Investors should expect to be compensated for assuming risk. However, not all risks carry a dependable reward. Our investment recommendations seek to capture the historical risk factors that have appropriately compensated investors for risks taken, including market, size, value, and profitability for equity and term and default for fixed income. In other words, there is a balance between risk and reward, but only when the risks are appropriate.

RISK & RETURN ARE DIRECTLY RELATED

Investors should expect to be compensated for assuming risk. However, not all risks carry a dependable reward. Our investment recommendations seek to capture the historical risk factors that have appropriately compensated investors for risks taken, including market, size, value, and profitability for equity and term and default for fixed income. In other words, there is a balance between risk and reward, but only when the risks are appropriate.

Diversification within and among corresponding asset classes lets investors effectively capture the returns offered by the financial markets, in accordance with their risk capacity. In other words, in order to have an efficient portfolio where you are effectively maximizing your expected return for the appropriate amount of risk you are taking, don’t have too many eggs in one basket.

GLOBAL DIVERSIFICATION IS ESSENTIAL

GLOBAL DIVERSIFICATION IS ESSENTIAL

Diversification within and among corresponding asset classes lets investors effectively capture the returns offered by the financial markets, in accordance with their risk capacity. In other words, in order to have an efficient portfolio where you are effectively maximizing your expected return for the appropriate amount of risk you are taking, don’t have too many eggs in one basket.

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918-524-6325

4200 East Skelly Drive

Suite 350

Tulsa, OK 74135

info@everwealth.net

 

Copyright © 2015-2016 | Wealth Management Advisors, LLC. All Rights Reserved

Everwealth®, located in Tulsa, OK, is a Registered Investment Adviser under the Oklahoma Uniform Securities Act of 2004. We provide wealth management and financial planning services. Past performance is not necessarily indicative of future results. Investing involves risk, including the possibility of financial loss. Please see our Disclosure section for important information.