Spire Investment Partners

Investment Philosophy

It has been our experience that investment success is usually achieved through an unwavering commitment to a set of clearly defined investment principles. These principles define our investment philosophy.

  • Investors should develop a long-term plan and try to stick to it.
  • Putting the plan in writing is crucial. Every investor should have an investment policy statement.
  • Asset allocation and style diversification are effective ways to manage risk and returns.
  • Chasing “hot performance” can inevitably lead to poor investment results.
  • Leading-edge analytical tools and state of the art products are crucial to developing and implementing the optimal plan.
  • An advisor should work in a conflict-free environment. He or she should not compromise an investor’s welfare because of proprietary products or sales incentives.
  • When it comes to serious money, investors should consider using professional money managers with proven track records.
  • Never let emotional decisions replace rational judgment.

 

*Diversification does not assure a profit or protect against loss in a declining market.