Five key concepts for financial success
Many people today are facing difficult choices in achieving their financial goals and, as well they should, are asking serious questions. Our goal with Intelligent Investing is to help you see through the noise of the marketplace in order to systematically make smart decisions about your money.
Because educated investors are the most successful investors, we have created Intelligent Investing to show you a Nobel Prize-winning approach crafted to help optimize your investment portfolio over time. We have designed it specifically to not only support you in your efforts to preserve what you already have, but to also efficiently capture the market's returns for your investments.
In addition, because we recognize that reaching your financial goals requires more than just good investment management, we have also described an approach--comprehensive wealth management--that systematically addresses your entire range of financial issues. We believe in empowering people to make the best decisions for themselves or, if they wish, to astutely choose an investment advisor who can implement sound weatlh management principles. And, we believe in sharing our own financial knowledge with everyone who wants to make wise decisions about his or her money.
Our team is pleased to present Intelligent Investing to our clients and prospective clients. We sincerely hope that it will provide you with a framework for an intelligent approach to making financial decisions that will help you to achieve all your most important dreams.
DEAN BOWE, BA, CIM®, PFP, FCSI, AIF®
Director, Wealth Management, Portfolio Manager
A true test of loyalty
"The real key to maintaning a relationship with clients," Bowe says, "comes down to trust and openness. It is about never losing focus on whom you are serving and always keeping an open dialogue when it comes to communicating. That is how you maintain a high level of trust with your clients and, in the end, keep them loyal."