Investment Philosophy

Your Very Own Team of Great Thinkers

 

Key Questions to Ask for a Secure Retirement
Retire with confidence by answering these crucial questions

Investment management is the core of our services. Our team has extensive experience managing money in both up and down markets. We do not experiment with our clients’ money, and we do not invest based on a hunch. Our investment philosophy is based on scientific evidence grounded in logic, not luck.

For most of our clients, the focus is capital preservation followed by growth and income, but each client has different needs and unique circumstances. We analyze all aspects of your current financial situation and desired outcomes prior to constructing a portfolio.

Fonville Wealth Management collaborates with an independent investment committee. The committee focuses on cost-effective, after-tax results, recognizing that the only performance that matters is the kind a client actually receives. We avoid traditional investments offered by stock brokers such as commission-based products, annuities, etc…because they are often expensive and not in the best interest of our clients.

Rather, we focus on searching for and utilizing low-cost, well-diversified, and ‘best-in-class’ investment vehicles for every component of the client’s portfolio.

Thought Leadership & Insight

Investment philosophy

The most important thing about an investment philosophy is that you have one. We believe in keeping your money diversified, focusing on the long-term, and keeping costs low.

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Insightful questions

Prudent investing is a lot more than picking stocks or gaining access to the latest red-hot IPO. Our passion for asking better questions, shines in the tailored solutions we provide clients.

Benefits of Investment Management

Our goal is to help you reduce financial stress and boost your peace of mind. We’ll focus on your money, so you can focus on life.

Preserve your wealth

Preserving your wealth long-term can be challenging. We can analyze your investments to ensure proper diversification and implement key risk reduction strategies to help you avoid running out of money in retirement.

Create income in retirement

When you retire, you may need to create a stream of income fromo your portfolio. We have expertise in designing and managing retirement income portfolios

Grow your wealth

Did you know that working with a financial advisor may increase your returns by over 3% per year2? Getting the returns you need is paramount to accomplishing your long-term goals. We implement Nobel Prize winning economic research to help you get the most out of your investment portfolio.

Reduce taxes

Don’t pursue returns without considering the tax impact. Tax optimized portfolios may generate up to 1.83% per year in improved after-tax returns.1