Investment Process

placeholder.jpgEmotions are an investor’s greatest enemy. It is tempting to speculate about the future, or to chase strategies that worked last year. Yet, these approaches have crippled returns for most who have employed them. Our goal is to develop a strategy which we can present to our clients with confidence and then exercise the discipline to allow the strategy to work.

SoundView’s Investment strategy is built on three core practices: 

Personalized Strategy:  Each client demands a strategy that accurately reflects their balance of risk and return, fits their personality, and puts them in a position to achieve their long term goals. 

Diversification:  We recognize that many of the highest performing markets involve significant volatility and few guarantees, particularly in the short term. A key to managing risk, without sacrificing return, is healthy diversification among sub-asset classes. If the strategy is effective in reducing volatility, it can also boost long term returns.   

Investment Discipline: Our strategy is based on careful research and decades of data and experience. Changes will come only from deeper understanding of that long term data or valuation extremes. We resist the temptation to overreact to events with short term impact or to be drawn into short term market forecasting. 

Get to know Our Team!                        

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Financial Life Planning

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Investment Process

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Our Team

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