OUR STRATEGY

 

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Our Investment Strategy

Making sure that your investment portfolio grows steadily over the long term is essential for you to fulfill your financial goals. At Robinswood Financial, our years of experience bring a disciplined strategy to help get you there.

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Understanding Investments

Remember the “10-year/2-minute rule.” If you cannot explain an investment to a ten-year-old in two minutes, don’t invest.

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Portfolio Diversification

Your strategy of diversification and asset allocation will deliver you the lion’s share of investment returns.

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Index Funds

Index funds often result in higher returns than most other funds in similar categories.

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DFA or Dimensional Funds

DFA limits access to its funds to a select group of fee-only registered investment advisors like Robinswood Financial.

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An Evolving Portfolio

The investment landscape continually changes, so we feel it’s important to avoid complacency.

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The Robinswood Financial investment strategy employs the principles of diversification and asset allocation. To implement these principles, we suggest the use of index funds and institutional asset class mutual funds and ETF’s. We work closely with you to make sure you have the information needed to make the best investment decisions.

We then handle the details to custom-build and maintain your portfolio for your specific situation, making sure your portfolio can take advantage of market upswings while providing the risk protection consistent with your investing personality. Our ultimate goal is to steadily grow your portfolio over the long term to help you meet your financial goals.

We can develop and manage an investment portfolio that will help you realize your financial dreams.

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