INVESTMENT PHILOSOPHY

WE BELIEVE IN…

  • Solving your risk–based needs first.
  • Providing expert guidance to help develop your long-term investment strategy.
  • Creating a strategy consistent with your risk tolerance, time horizon, and goals.
  • Determining a diversification strategy using asset allocation to meet goals.
  • Using professionally created quality investment portfolios designed to match your asset allocation strategy.
  • Using rebalancing to remove emotion from decision making.
  • Managing the impact of taxes and inflation.
  • Evaluating the asset allocation relative to your long-term goals and benchmarks.
  • Helping you resist the temptation to change your strategy during up or down market movements.
  • Encouraging you to start early, invest regularly, and use dollar cost averaging.

WE DO NOT BELIEVE IN…

  • Timing the market
  • The “tax tail should wag the dog” — Poorly constructed, non–diversified portfolios should be fixed and properly allocated, regardless of immediate tax impact

Matthew Blocki, CFP®, ChFC®, RICP®
Wealth Management Advisor


Physicians Nationwide

 

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