Philosophy

Investing at PlanStrong is done with the knowledge that often, clients trust us with their entire life’s savings.  We take this responsibility very seriously, recognizing the importance of our role in meeting client’s investment objectives and financial needs.  We realize our work can directly impact the quality of life our clients experience.  To that end, we use the following guidelines when developing investment strategies:

  • We work to generate competitive returns while experiencing lower risk.
  • We know that many investors are more concerned with losing money compared to making extra return.
  • We identify and capitalize on mega trends (economic, political, demographic, etc.) by investing in or avoiding targeted sectors, investments, etc.
  • We study history, but are aware of changing economic circumstances that may prevent its recurrence.
  • We present investment analysis and recommendations using easy to understand tools, so our clients are comfortable with the direction we are following on their behalf.