The Financial Coaching Group’s traditional investment philosophy is based on Nobel-Prize research and 50+ years of academic studies on financial markets.
Our desire is for each Financial Coaching Group client to have a successful investing experience. We believe this is best achieved by investing in a globally diversified portfolio of low-cost, institutional asset class funds, selected for your specific risk tolerance and circumstances. History proves that this approach is prudent and it works.
The Feedback Loop
We believe in Markets, not Managers. Market performance is primarily determined by asset allocation, NOT stock picking or market timing. We believe that prudent and global diversification reduces risk. We believe that this philosophy can reduce risk, costs, taxes and expenses.
The Power of Diversification
We believe that an investor should exercise patience and discipline. We believe that by working with an independent registered investment advisor you avoid conflicts of interest.