Our Approach to Investing
The objective for our Kansas City, Missouri investment firm is straightforward: to accomplish your goals. That means we:
- Avoid undue risks with your money
- Invest for the long term
- Reject “get rich quick” strategies
- Draw on Nobel Prize-winning academic research
- Diversify your assets
- Work to mitigate investment risk
- Strive to keep expenses low
- Serve as your coach during market highs and lows
- Provide objective, empathetic guidance