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Our Principles of Investing

Here at Reed Davis, our sole focus is on helping our clients work towards the goal of investment success. Our six principles of investing guide the decisions we make each day.

Investment Strategies Must Be Personalized

No single investment is appropriate for everyone. For an investment to be appropriate for you, it should be designed to address your unique objectives and be within your personal tolerance for risk. After all, if an investment doesn’t address your goals, is it really appropriate for you?

Reasonable, Measureable, and Attainable Goals Must Be Defined Before Investing

Investing money without first defining clear objectives is like boarding an airplane without knowing the destination – risky at best, and dangerous at worst. At Reed Davis, we help ensure every investment made on your behalf is strictly measured against your goals.

Maintain Discipline, Think Long-Term, and Avoid Fads

We know your friends and neighbors have “hot stock” tips to share. We know the ups and downs of the markets can make you woozy. We know it’s hard to tune out the noise. At Reed Davis, we help you maintain a solid footing by educating you about suitable long-term investments for you, and by teaching you how to distinguish potential opportunities from potentially dangerous fads.

Leverage Multiple Categories of Investments Rather Than A Few

Having all your wealth tied up with one type of investment, such as stocks, is extremely risky. Here at Reed Davis, we believe that a well-rounded portfolio should include many different investments spread across multiple asset classes and regions of the globe. No strategy, including diversification can protect against market risk.

Improve Net-Return By Minimizing Fees and Managing For Tax Efficiency

At the end of the day, it’s what is left in your pocket that matters. Sadly, many investors only look at total return, and fail to consider the cost of fees and taxation. Here at Reed Davis, we believe no investment strategy is adequate if it doesn’t focus on the bottom line. Contact us for a no-cost, no-obligation tax and fee analysis of your portfolio.

Managing Risk Is More Important Than Generating Returns

You worked hard for what you have, and we take our responsibility to help protect wealth seriously. While we can’t guarantee that our clients will never experience a loss, we can guarantee that we’ll focus every ounce of energy we have on making sure their investment strategy includes dynamic risk-management aimed at combating the effects of financial, market-related, and economic reversals. Investing involves risk including loss of principal. No strategy can assure success or protect against loss.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.