Simplicity
Fundamental Beliefs
Fundamental Beliefs
The building blocks of financial security rest on a few simple principles:
- Manage income and expenses
- Set aside savings for investment
- Invest in a diversified portfolio of assets that are likely to gain purchasing power over time
- Avoid unnecessarily interrupting the power of compounding
We believe the investment industry has strayed too far from its roots of helping people with their financial future into asset gathering and generating lucrative fees for themselves.
Our approach is to become a financial partner who understands your goals and objectives, and even your fears surrounding money. Together we can craft a plan that leaves you confident of your financial future.
Fundamental Beliefs
Fundamental Beliefs
Fundamental Beliefs
Investing is laying out money now to gain more money (purchasing power) later. Whether investing in individual companies or buying a broadly diversified index fund, ownership in businesses has been proven to be the best way to build wealth over time.
Fixed income investments (such as bonds or CDs) play an important role in a portfolio by providing steady income and generally less volatility than equity investments.
* Financial planning clients may include investments in Mead Capital Management's proprietary investment management strategy or individual stocks, as appropriate.