BRETT SLUTKER'S PHILOSOPHY
'R' We for You?
Brett believes that planning is only effective with self-discovery and ongoing dialogue. He sees our planning process as a framework to build on, rather than a ‘one size fits all’ template. To be effective, our financial plans must evolve with our lives, as we are continuously facing new situations, opportunities and challenges, thus changing our goals. Unforeseen circumstances sometime require us to take actions that weren’t anticipated, therefore it is crucial we make sure your financial plan can evolve accordingly.
By making preservation of capital our number one priority and having a full understanding of your investment personality, Brett is confident that together, we can achieve what he likes to refer to as our Four 'R' Strategy:
- By using proper investment selection and asset allocation, we should Reduce Risk.
- By hiring the best professional money managers, we should gain Reasonable Returns.
- By Reducing Risk and gaining Reasonable Returns, you should be able to Relax when it comes to short term market fluctuations.
- Finally, it is Brett's hope that you are so completely satisfied with your plan that you Refer to us other successful people, like you.
By having no in-house products to promote, Brett can offer un-biased advice that will properly attend to his client’s unique financial needs. With no sales quotas or pressure to find the ‘next account’, Brett is able to spend the time staying on top of your investments, and at the same time protecting you from yourself. Why is it that the average equity fund produced compounded returns over 20 years (through 2007) of approximately 10% and the average investors return is about half that?** It’s amazing how our own reactions to events can affect our chances of success!
In order to be successful at investing Brett believes that Investing is like running a marathon – it doesn’t matter how quick you start but just that you cross the finish line!
Let Brett’s behavioral investment counseling and over 15 years experience (with the credentials to back it up!) develop Your Story into a best seller!
** Quote from Behavioral Investment Counseling by Nick Murray |
