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Investment Management
Our Investment Philosophy
Many firms try to make their investment process seem complicated and opaque. We aim to make our investment process simple and transparent.
We believe that good investing is based on evidence. This means focusing on what academic research has shown to work over time. While there are a number of things that have been shown to work over time, at its core good investing requires a long-term focus, low turnover, and a dedication to minimizing costs.
What we think matters most to clients is investing in a strategy that they can stick with, through good and bad markets.
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Long Term
On Wall Street, long term is often measured in days, weeks, or months. We focus on making a smaller number of longer term decisions
Evidence Based
We construct portfolios based on what academic research has shown to be effective over longer periods of time.
Costs
We seek to get value in excess of what we’re paying. The higher the internal cost of an investment vehicle, the harder that is to achieve over the long term. All else equal, we prefer lower costs to higher costs.
Low Turnover
Too much activity in a portfolio tends to be an enemy of returns. More activity tends to lead to higher costs and greater tax bills.
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Get in touch
Accretive Wealth Partners is a fee-only firm. We are fiduciaries that put our clients’ interests ahead of our own. This comes through in our consultative approach in working with clients and understanding what’s important to them. Get in touch with us today to learn more.
