Honesty Kindness Trust
The whole secret to investing is this:
Invest in companies that are so good that
diversification is unnecessary.
It's just that simple.
Most wealth managers
simply practice diversification.
That is, spreading your money
around into all sorts of things.
Instead, Fiduciary Wealth practices careful, thoughtful and targeted selection of
great companies.
They have found that, over time, this results in
superior investment results.
They avoid funds, packaged investment products and "alternative investments".
This reduces costs and provides greater transparency and control.
Diversification is insurance
against bad investments.
It's best to avoid bad investments
in the first place.
against bad investments.
It's best to avoid bad investments
in the first place.
If you know what you are doing,
you should not need to diversify.
"No actively managed stock or bond funds outperformed the market convincingly and regularly over the last five years."
The New York Times
12/2/2022
The New York Times
12/2/2022
Fiduciary Wealth is legally bound to prioritize the customer's interests over their own, ensuring transparency and trust in the relationship.
What is a Fiduciary?
A fiduciary is a person or entity who holds a position of
trust and confidence when managing the assets of another party.
This relationship legally obligates the fiduciary to act in what they judge to be the best interest of the client and to avoid any conflicts of interest.
trust and confidence when managing the assets of another party.
This relationship legally obligates the fiduciary to act in what they judge to be the best interest of the client and to avoid any conflicts of interest.