Our Approach
Indepedence. Confidence.
Clarity.
Behavioral Finance Techniques
Wisdom to plan for what’s ahead.
Unswayed by short term trends, we tune out the noise to keep your finances on course with diversified strategies and achievement-based expectations. Our solutions are objective, rooted in logic, and always informed by an integrated awareness of the economic, social, and emotional factors that influence market behavior.
What is Behavioral Finance?
Even when informed by cutting-edge data, the human decision making process is just that: human.
Our emotions, biases, and deepest cares and concerns influence our choices and determine our personal definitions of security.
Human nature impacts the way we make investment decisions, and at a larger, more collective scale, our reactive instincts have the power to shape market behavior, and tend to do so unpredictably.
Understanding behavioral finance allows us to integrate the psychology of human response with objective, numbers-based planning, so together, we can discern facts from feelings to make decisions that are more rational and more responsible, especially during moments of uncertainty.
How we apply it:
Our team uses behavioral finance techniques to safeguard our methods and processes against our own cognitive biases and emotionally-driven investment decisions.
Our clients understand their own biases and emotions. We prioritize education, provide resources on behavioral finance methodology, and facilitate meaningful conversations to foster deeper awareness.
Our approach values a shared understanding of constructive risk. We know the importance of taking extra care to set expectations tailored to your personal comfort level.
Our processes are highly focused on your long-term goals and protecting your success from the noisy distractions of an ever-changing and largely emotionally-driven market.
Values-Based Approach
Invest in a better future.
Wealth is as personal as it is powerful. When you plan with us, your values, vision, and story are as important to our team as the financial facts. From conscientious industry investments to charitable giving, our goal is always to support yours.
Our Process
Developing your
values-based plan:
1.
We listen. In-depth discovery conversations help us define your unique goals and values.
2.
We evaluate. Our custom screening process identifies investment opportunities, which we analyze along comprehensive environmental, social, and governance metrics.
3.
We plan. Informed by our evaluations, we tailor your portfolio strategy to work in the service of your most important guiding principles.
4.
We advise. Beyond investment strategy, we provide expert guidance so your wealth can contribute towards a better world for all, meaningfully and sustainably.
With every strategic decision, we assess opportunities to support businesses leading the way to a more responsible future, and position your investments to serve the causes you care about most.