Bill Mullen, CFP, MBAThe Academic Approach to Investing Includes:
- Eliminating Emotional Decisions
- Matching the Portfolio Selection to your Risk Tolerance
- Marrying your Need for Income to your Time Horizon
- Relying on Academic Research and Not Wall Street Marketing
The Key to any investment that Mullennium Finance recommends focuses on the risk side of investing. We adhere to the belief that market timing, stock picking and track record investing is akin to gambling and that portfolios must be constructed matching the risk/return profile of the client and their time horizon. Our approach to investing has its foundation in academic findings over the past 70 years. We do not subscribe to the Wall Street marketing machine.
Comprehensive plans are developed based on client input utilizing a twelve page Confidential Data Gather Form. A major part of the plan presentation deals with the clients’ present investment allocation compared with allocations that more closely adheres to their stated risk tolerance. An Investment Policy Statement is then developed.
Although the comprehensive plan will contain 60-80 pages, the version presented to the client(s), will be summarized in 9-11 pages making it easy for the client(s) to understand. Client reviews are conducted no less than annually, but frequent education events are scheduled throughout the year.
Can you answer these 20 questions?
These questions are a creation of Mark Matson of Matson Money
Free Market Portfolio Theory in 30 Seconds
saturday, August 1, 2009
Diversification
saturday, june 27, 2009
This website is for informational purposes only and does not constitute an offer to sell, solicitation to buy, or a recommendation for any security. This is not an offer to provide advisory services by Millennium Finance or TriCor Financial, LLC in any jurisdiction in which such an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. Securities are offered through TriCor Financial, LLC, Member FINRA (www.finra.org) and SIPC (www.sipc.org) and TriCor Advisory Services, LLC, a registered investment adviser. Millennium Finance, LLC is not affiliated with TriCor Financial, LLC or TriCor Advisory Services, LLC, which are affiliated.