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Investment Philosophy

Prudent Investing

It’s important to understand these foundations and other principles that guide Investment Advisor “fiduciaries”, and how they are designed to lead to long term success.

The “Prudent Investor Rule” requires a fiduciary to consider the following:

  • Duty to consider taxes
  • Duty to consider fees
  • Duty to be loyal, impartial and objective
  • Duty to delegate to experts
  • Duty to monitor

With those in mind, when we recommend investments we believe…

  1. Successful portfolio management is suited for the long term.
  2. Asset Allocation is one of the most important element in constructing personal portfolios.
  3. A global equity based portfolio may provide a good opportunity for long term wealth.
  4. Proper diversification reduces risk while allowing you to participate in market returns.
  5. We believe that both passive and active investment management can lead to reduced overall expenses.
  6. We believe in re-balancing portfolios.
  7. We consider tax effects on portfolios and stress after-tax returns.
  8. We believe that clients need investments that consider their unique tax situation
  9. We do not chase returns or consider “hot” stock tips.
  10. Transaction fees and taxes should be kept to a minimum.

Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.

 

Securities offered through Questar Capital Corporation (QCC), Member FINRA/SIPC.  
Advisory Services offered through Questar Asset Management (QAM), A Registered Investment Advisor.  
​Next Level Advisors, Inc. is independent of QCC and QAM.

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