Investment Philosophy

The three Ds of the United Stock Brokers Investment Management, LLC investment philosophy

Because the financial markets and our lives are dynamic in nature,United Stock Broker Investment Management believes in using a disciplined approach through a diversified portfolio based on timeframe and ability to tolerate volatility in the market.

 

 

 

Dynamics

Start investing early Define your time horizon and prioritize your goals Quantify your assets and determine what is available to support your goals Measure your risk tolerance against your timeframe

Diversification

Divide your investments among equities, fixed income, and cash Diversify across and within asset classes Avoid concentrated exposure which may elevate your risk Consider client-focused solutions or wealth management for specific financial needs

Discipline

Take a long-term approach Base investment decisions on process rather than emotion Consider costs and tax consequences Review and rebalance regularly

How the three Ds of investing apply to United Stock Brokers Investment Management's managed portfolios