Portfolio Management Philosophy
Deschutes stresses that superior investment returns are created best by long-term participation in the global capital markets. Our clients benefit from customized portfolios that deliver reliable, low-cost, tax-efficient investment returns.Our essential investing principles:
- Advisors should objectively select investment options from the complete universe of available funds.
- The advisor’s compensation should never be tied to the investment options chosen.
- Not all investment risks carry a reliable reward: some are worth taking and others are not.
- Portfolio strategies should offer focused exposure to all the risk dimensions of the diversified capital markets.
- Participant investment success will be based on consistent and disciplined exposure to diversified portfolios over time.
- Lower investment costs. The most reliable way to increase investor returns is to lower costs.
Finally, it is important to recognize that investments are only a means to an end. Whether you are an individual investor, plan trustee or trust fiduciary, your portfolio should be structured to provide the greatest probability of attaining your financial goals.
“Discipline is the bridge between goals and accomplishments”
– Jim Rohn
– Jim Rohn