Our Investment Philosophy
Investment
success is usually determined through an unwavering commitment
to
a
set of clearly defined investment principles.
Collectively, the principles that define Retirement
Resources
of
Louisiana, Inc.’s investment philosophy are:
- Establishing
trust between the client and the advisor is of utmost importance.
- Focusing
on goals and developing long term plans.
- Since
asset preservation is often a primary goal, decreasing risk
is equally as significant to increasing returns.
- One
of the most effective strategies to manage risks is by diversifying
a portfolio through asset allocation.
- Market
timing is difficult and generally ineffective. Long-term investors
should remain fully invested unless it is clearly imprudent
to do so.
- A
client should always invest in something he or she understands.
At Retirement Resources of Louisiana, Inc., we take the time
to educate our clients before making our recommendations.