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Our Investment Philosophy

Our Investment Phil


- Research -

"Know what you own, and know why you own it." — Peter Lynch

“It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price." — Warren Buffet

At Wealth Advocate Group, we employ a unique blend of traditional fundamental analysis in tandem with powerful quantitative methods rooted in machine learning and statistics to help uncover genuine, sustainable investment opportunities for our clients.

We utilize both top-down and bottom-up approaches to gain a more comprehensive understanding of the economy and how trends might affect investment markets. By taking a studious, non-narrowed view of the general investment landscape we are uniquely positioned to capture opportunities other asset managers might overlook or just simply do not understand fully.

There are a seemingly overwhelming number of investable securities out there. Our research capabilities extend across a wide array of products including, but certainly not limited to, stocks, bonds, ETF’s, mutual funds, and alternative investments. We see no value in limiting our clients to only one particular type of security, asset class, or style.

Opportunity comes in many forms, that is precisely why here at Wealth Advocate Group we have invested unapologetically in the technology, data, and talent necessary to navigate the complex landscapes that are the modern capital markets.

- Risk Management -

"Risk comes from not knowing what you're doing" — Warren Buffet

“The biggest risk of all is not taking one." — Mellody Hobson

Risk and Reward are two sides of the same coin, inextricably tied together until the end of time. At Wealth Advocate Group, we sternly take a responsible, mature, and consistent approach to managing our clients’ assets, keeping ever vigilant to both concepts of risk and reward.

Risk is highly personal, what works for some might not work for others. Our approach to investing places risk of cardinal importance, considering every investor’s entire financial situation, willingness, and ability to take risk.

Much like opportunity, risk comes in many forms. A primary benefit of our augmented research capabilities lies within our ability to identify and measure the myriad of risks that are present within a given investment, and subsequently making calculated, responsible choices with our clients’ capital.

Identifying, measuring, and monitoring risk is an ongoing exercise, and as such, our risk management process naturally reflects this reality by marrying together both qualitative and quantitative assessments of risk on an ongoing basis. We strive to understand what types of risk, and how much risk are in each investment and portfolio. Once we have a better understanding of these factors, we can more effectively calibrate risk to help ensure our clients are invested appropriately, and well on their way to meeting their financial goals.