Investment Management Philosophy


Investment Management Philosophy

Goals-Based Investing

In the financial industry, successful investing has traditionally been measured against “beating the market.”  While making more or losing less than a respective index is desirable, money management centered on a singular outcome loses sight of what’s most important to the individual investor.  The Washington Wealth Group sets a different standard of investment success that judges performance on a client’s ability to achieve their goals.

Our approach emphasizes a holistic view of your wealth, including risk tolerance, tax sensitives, family dynamics, and current health.  After we fully understand each component, we tailor a strategy with cost-effective, efficient investments mapped to any market environment.  The aim is to bring your goals within reach by earmarking your assets according to your short-term, intermediate, and long-term time horizons.

As time passes, we monitor your portfolio via a rigorous due diligence process.  We attempt to perform annual, in-person meetings with each asset manager utilized in client portfolios or are presently under consideration.

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Investing involves risk, investors may incur a profit or loss regardless of the strategy or strategies employed.