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Our Investment Philosophy is based on:

Although we always updated our website, nothing changed within our investment philosophy:

- To better the world at least a bit
- Teamwork and Respect
- Honesty and Integrity
- Entrepreneurship and Agility
- Passion and Determination
- Discipline and Diligence
- Excellence and Performance

We demonstrate honesty, integrity, and professionalism at all times creating an organizational culture that encourages honesty, integrity, and professionalism.

Investment philosophy is an approach to investing but not necessarily a cure for all. You can still continue to lose money and adopting this approach doesn't automatically mean that your investment performance will be better: but for the reasons we put forward, we believe that it's likely that it will enhance.

Warren Buffett once said, ``Investing is simple, but isn't easy.`` The market and economy throw investors curve balls at times. So how can you make sure you're positioned as well as possible to achieve your goals? Develop a strategy, and simply adhere to it.

We've seen a lot of investment fads come and go over the decades, but our investment philosophy has stayed the same. This helps you build an investment strategy with the potential to weather various market environments.

Why Quality Matters – Our Research department strives for identifying investments with proven track records. Quality matters, so Our Investment Philosophy combines modern portfolio management techniques with insights from Behavioural Finance and Psychology. The result is an investment strategy that is truly customized to the investor’s circumstances, objectives and financial personality.

For instance, that's why we don't recommend buying penny stocks or individual junk bonds. We also don't offer options or commodities. We gauge that they are too risky and won't deliver the performance you need to reach your goals.

The Benefits of Diversification – You've heard the saying about not putting all your eggs in one basket. The same holds true for your investments. No one can predict the future, which is why you should better diversify. If your money is in just one investment or a few investments, and one of them experiences some challenges, your entire financial strategy could be in trouble. Quality does matter, but diversification is just as important. It can't guarantee a profit or protect against loss but it can assist to reduce risk – and the two key elements of balancing risk and potential return is at the heart of developing an investment strategy.

The Long-term Perspective – Even if you own diversified, quality investments, their value will sway from up to down. This is where maintaining a long-term perspective comes in. Buying when you feel good and selling when you feel bad is not a good investment strategy. Selling each time the market drops means definitely you'll have a harder time reaching your goals. This is why we discourage frequent trading and also it is one reason we don't offer online trading. It increases the temptation to make changes based on short-term happenings. It can also increase fees, commissions and possibly taxes. Long-term investing has been proven time and again to be one of the smartest strategies to help achieve financial goals. This doesn't mean you shouldn't review and reconsider your investments periodically. You absolutely should. If your needs change as time goes by, we'll cooperate with you intensively to help rebalance your portfolio accordingly.

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