Written by: Robert Broad, Vice-President & Investment Counsellor, CIM, CFA
This is the first in a three-part series.
Our approach is to find solutions that work and stick with them. Generally, we wouldn’t buy into an approach unless we thought it was going to work for the long term. Markets won’t always cooperate, but sound investment approaches should provide value over time. This can be misconstrued as a lack of activity, but people are often unaware of the work going on behind the scenes.
Occasionally, our clients wonder if there are more exciting things they should be doing with their investments. We are always on the lookout for new ideas and approaches that might benefit our clients. The reality is that there aren’t all that many worthwhile new ideas! Investing is pretty basic: blend together stocks, bonds and cash to participate in the long-term growth of the globaleconomy. If we can find more opportunities for diversification and
enhance returns, we’ll take full advantage. But, in the retail or high net worth space it is seldom that easy. Sometimes investing is about what you don’t buy, rather than what you do.