Using Behavioral Finance to Better Guide Clients

May 18, 2020

“One of our most important client principles relates to our overall investment philosophy and client education. When it comes to managing money, we focus first on defending portfolios from losses, and only then seeking competitive returns. We do not believe that strong risk management and portfolio growth are incompatible, and we spend a lot of time educating clients on our philosophy. … We stress that we are not overly conservative, but that on a mathematical basis, avoiding loss is more important than capturing gains for client portfolios. Without a strong defense, any offense is not going to prevail in the long run.”

Adam Koos, CFP®, CMT® was recently featured in Proactive Advisor Magazine

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