Investment Consulting
Investing built on the foundation of academic research and empirical data.
Our Investment Approach
Key Principles to Improve Your Odds of Success
Markets are great at quickly adjusting to new information, with prices reflecting the actions of millions of buyers and sellers in real-time. If this weren’t the case, investment managers would always find pricing “mistakes” to exploit for higher returns. However, over 50 years of research shows that most managers don’t beat the market consistently.
Grunden Financial Advisory, Inc. relies on market prices to guide us toward better returns and manage risk rather than trying to outguess the market. This means we follow a straightforward, systematic approach to investing that we can use consistently worldwide and across different types of investments.
By staying invested according to your long-term financial goals and adhering to a well-constructed investment plan, you can benefit from the long-term returns of the market while minimizing unnecessary risks.
The ups and downs in stock and bond returns add a layer of complexity, and impressive track records could simply be attributed to good luck.
Markets can feel like roller coasters and it’s easy to let your emotions ride along with them. But reacting to what’s happening right now in the market can sometimes lead to some pretty lousy investment decisions.
When it comes to building your portfolio, we’re going to focus on maximizing returns while managing risk. That means diversifying globally to tap into opportunities across different markets. But we’re not just about chasing returns; we’re also mindful of keeping costs, turnover, and taxes in check. Every dollar saved here adds up over time.
And when the market throws us a curveball, we’re staying steady. We’ll help you stick to the plan, maintaining discipline through market fluctuations to keep us on track to meet your long-term goals.
Those we serve discover that wealth is more than just numbers – it carries greater purpose and security isn’t just a target but a constant presence, guiding families along their financial journey.
Download Our Pursuing a Better Investment Approach Fact Sheet
OUR INVESTMENT APPROACH
At Grunden Financial Advisory, Inc., we believe it’s about building well-diversified portfolios that prioritize dimensions with higher expected returns, keep costs under control, and minimize turnover.
Financial Planning Blog
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