We believe that the most important value we provide to our clients is to help them free their time to enjoy what matters most in their life. The way to manage our time well in each day decides our lifestyle. Our clients are surely able to learn by themselves. However, they may not have the time for the learning or may rather spend their time on something else.
We believe that financial planning could provide much more value to our clients than investment management itself. Not being the best investment manager in the world, we partner with other highly experienced investment professionals to help our financial planning clients manage their investments if needed.
We believe that no one could predict the future but could focus on what we can control - financial goals, diversification, cost of investments, and investing behavior. We think that it is getting harder and harder to outperform the general market in a cost and tax efficient way, but it is not impossible. We believe that the evidenced-based investment approach could help our clients increase the probability of achieving their financial goals in the long run. You could learn more about our investment philosophy here.