At Enduring Wealth Advisors, we’re focused on the long run!
Ralph Bender here for Enduring Wealth Advisors!
Apple’s founder, Steve Jobs said that you can only connect the dots looking backwards, looking forward requires trust and a belief that the dots will connect down the road. Backward-looking information makes up most investment presentations it is even required by the regulators the same regulators that also require the disclaimer “past performance is not indicative of future results.”
So, in August of 2013, to enhance our more traditional research, Enduring Wealth Advisors hosted its inaugural, week-long Investment Colloquium. We invite representatives of asset management or investment product firms to meet with us and discuss their capital market views, and they get an opportunity to pitch their ideas.
Consolidating those ideas into one intense semi-annual colloquium is great mental exercise as we attempt to plot the next steps for our clients’ portfolios It is amazing the range of approaches we hear to the questions for which we asked them to prepare a 30-minute presentation.
It is a brutal week for us.
One of them said it’s like speed dating for investments.
Now, I would not know about that. However, I do know that we usually discover valuable perspectives that help shape our market and economic views. We get investment ideas which, following additional due diligence, ultimately can find their way into our clients’ portfolios.
Contact us today if you would like to learn how our innovative processes can help you connect the dots. Investing involves risk including loss of principal. No strategy assures success or protects against loss.