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Video - Conservative v. Cautious Investor

August 15, 2022

 Welcome to this brief video where I am going to describe what I believe is the difference between a conservative investor and a cautious one. The distinction is important because some people who feel they fit into one of these categories may not fully understand these terms as they relate to their investment strategies. As a result, it could be misleading when they’re constructing an investment portfolio for themselves.

Our firm advocates a goal-oriented approach instead of a transaction-oriented one. Our investment philosophy of long-term discipline has always remained the same. We believe we are fulfilling our primary goal of always acting in the clients best interest.

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Investments involve risks. The investment return and principal value of an investment may fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original value. Past performance is not a guarantee of future results. There is no guarantee strategies will be successful.