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Solid & Strategic Investing

Investment Strategy:

Solid Investing, Not Speculating

More than Your Money, Inc., believes in investing, not speculating. A well balanced approach to investing includes diverse types of investments, including some of the less exciting asset classes like bonds and cash equivalents. Diversity, along with good quality criteria in choosing investments, helps to reduce risk and makes achieving goals more feasible. We use no load mutual funds and discount brokerage accounts to implement our investment recommendations. No commissions, referral fees, or wrap fees are paid to this firm by any outside companies for the recommendations made.

This firm does not engage in market timing or day trading nor do we encourage you to pursue these strategies. We build diversified portfolios specifically designed for your needs, including the ability to have emergency funds available.

We specifically look at your situation to determine the appropriate mix of cash equivalents, bonds and other interest bearing investments, real estate, and equities. It’s crucial to understand your goals, risk tolerance, current situation, investment time horizon, and where you fall in the financial life cycle before making investment recommendations.

After determining these issues, we then identify the appropriate mix of assets within each of these categories. Our philosophy is not to attempt to beat market returns, but to help you work toward achieving your financial goals and to do so without unnecessary risk. We strongly believe that long term returns on a net worth composed of high quality diversified assets will allow you to meet your goals with less volatility.