"The whole secret of investing is
finding places to invest where it is
wise enough and safe enough
to not need to diversify.
It's just that simple."
Charles Munger
Legendary Investor
Partner of Warren Buffett
Vice-Chairman of Berkshire Hathaway
finding places to invest where it is
wise enough and safe enough
to not need to diversify.
It's just that simple."
Charles Munger
Legendary Investor
Partner of Warren Buffett
Vice-Chairman of Berkshire Hathaway
If you know what you are doing,
you don't need to diversify.
Fiduciary Wealth
Most wealth managers simply practice diversification.
That is, spreading your money around into all sorts of things.
Instead, Fiduciary Wealth practices careful, thoughtful
and targeted selection of individual investments.
They have found that, over time, this results in
superior investment results.
Avoiding funds and packaged investment products
reduces costs and provides greater transparency.
"No actively managed stock or bond funds outperformed the market convincingly and regularly over the last five years."
The New York Times
12/2/2022
The New York Times
12/2/2022
Fiduciary Wealth is legally bound to prioritize your best interests, ensuring transparency and trust throughout the investment process.
What is a Fiduciary?
A fiduciary is a person or entity who holds a position of
trust and confidence when managing the assets of another party.
This relationship legally obligates the fiduciary to act in what they judge to be the best interest of the client and to avoid any conflicts of interest.
trust and confidence when managing the assets of another party.
This relationship legally obligates the fiduciary to act in what they judge to be the best interest of the client and to avoid any conflicts of interest.