 |
 There are convention-driven investment strategies and there are thought-driven investment strategies. The fundamental characteristic that sets DouglasBradley apart is that we opt for the latter. We define ourselves as Personal Financial Advisors because our recommendations are based on individual client profiles and not market dictates du jour. If that sounds to you as if we approach investing from a completely different mindset, your hearing is perfect. Investing money (your money) is as emotional as it is analytical. We honor that fact by getting to know our clients really, really well. We are guided - and expect to be measured - by how genuinely our plans mirror your personality, your commitment to save, and your dream for the future. It is an all-too-common trait in the investment industry to ignore personal emotions. We don't. Another point of differentiation: The "it has always been done that way" mentality is pervasive in the larger financial arena. You will be glad to know it has no influence in our firm. Our favorite question is "Why?" We want to know the alternatives. We do not hesitate to challenge the status-quo. Yes, experience tells us there are many "right ways" to invest funds. However, only a thoughtful search can lead to the "best ways" – i.e. the paths most appropriate and most effective for each client.  "You win by not losing" captures the essence of the DouglasBradley investment philosophy. We achieve that ideal by adhering to proven "don't and do" guidelines. We don't use simplistic, "one-size-fits-all" investment programs – programs that hinder flexibility. We do view the "market" for what it is – not what we want it to be or what it was – when selecting investments for your portfolio. The time to invest is before a trend becomes a routine choice. We pride ourselves on identifying investment opportunities early in their growth cycle. Bottom line, we believe your portfolio should grow as much as possible – but also be protected from major losses. Research has shown that the portfolio that achieves consistent real growth will beat the portfolio subjected to swings of the market. In other words, manage the risks and the returns will follow. How's that for a stress reducer? |
| Home |
| Perspective |
| Experts |
| Investment Philosophy |
| Services |
| Resources |
| Contact Us |
