Our investment philosophy focuses intensively on what works, what matters, and what we can control in the investing process. This also means that we avoid speculation, predictions, or pretending that there is some “wizard behind the curtain.”
Managing investor behavior is perhaps the most important determinant of long-term investing success. We focus continuously on guiding our clients away from poor decisions driven by anxiety, greed, or complacency. If acted upon, these emotional responses can be devastating to a long-term investment plan. At The New Wealth Project, we stress that one of our most important jobs as investment managers is to eliminate self-inflicted wounds wherever possible. We coach, teach, and consistently reinforce the truths that serve your interests. Uncertainty is and always will be a part of financial markets and investing. We plan for the inevitabilities; we don’t try to predict them.