IT TAKES 20 YEARS TO BUILD A REPUTATION AND FIVE MINUTES TO RUIN IT. IF YOU THINK ABOUT THAT YOU'LL DO THINGS DIFFERENTLY.
- Warren buffet
Frequently Asked Questions
Bob Scott (CFP® AAMS®) has been in the investment business since 1987, where he started as a financial analyst on Wall Street. He is a CERTIFIED FINANCIAL PLANNER™ practitioner with a Masters in Business Administration and his associate Anthony Doctor has his Retirement Income Certification Professional designation RICP®.
Investment management and comprehensive wealth management. As part of those services we give advice related to investments, retirement, insurance, estate planning strategies and tax reduction strategies. In some instances, our engagement may simply be focused on investment management.
We work with pre-retirees and retirees, small business owners, medical professionals and individuals experiencing financial change or transitions. We are interested in developing long term relationships with people we enjoy working with who believe in our approach. We also have experience managing portfolios/investments for small endowments and non- profits.
How much contact would you like? Our goal is to communicate with our clients to ensure they are confident in their plan and on track to meet their financial objectives. Generally quarterly updates via video conference call or telephone and as many face to face meetings as required to develop and monitor your financial plan and keep your confidence high and focus on pursuing your financial goals.
Generally we are paid a fee to manage assets. In some cases we will work to develop a financial plan for a flat fee.
We are true believers in the idea of value investing and focusing on things you can control. We reject the Wall Street industrial complex and its focus on product marketing and perpetuating many investing myths. We focus on Evidence Based Investing (EBI) and helping investors work toward their financial goals. We know investors care deeply about preserving the capital they have worked hard to accumulate and take risk seriously.
Wealth management is the practice of integrating tax, investment and financial strategies into a thoughtful, comprehensive financial plan to help a family or individual address their financial goals.
Listen, communicate objective candid advice based on facts, evidence and not the “Wall Street Industrial Complex”. We also eat our own cooking. That is, we invest our own personal funds with the same approaches and the same fund families as we recommend to our clients.
We do not predict the future, promote Wall Street’s latest investment fads, make emotional decisions or dismiss individuals concerns or fears.
In short, EBI makes use of the best evidence currently available for the initial design and implementation of an investment portfolio as well as for subsequent ongoing management of that portfolio. The EBI concept comes from notable scholars from around the world, many of whom are Nobel Prize laureates for their work in investing and economics. Bottom line: just as in evidence based medicine the goal is better and more probable outcomes for investors.
All investing involves risk, including the loss of principal. No strategy assures success or protects against loss.