Investment Philosophy - Incline Wealth Advisors

Markets are efficient and “beating” the market is highly unlikely and costly to attempt. The only acceptable risk is that which is adequately compensated by an expected return.

EQUITIES / FIXED INCOME

Allocate to equities for growth and fixed income to reduce volatility and conserve assets.

BUCKET APPROACH

Allocation is based on a “bucket” approach to account for individual’s goals, time horizon and risk tolerance for each account.

DIVERSIFICATION

Diversify broadly across asset classes. Rebalance systematically and avoid market timing.

REDUCE COSTS

Use passive/index funds to reduce costs, diversify and capture the full market returns.

TAX SENSITIVITY

Use tax-advantaged accounts, and harvest losses to avoid unfavorable tax consequences.

FOCUS

Ignore the noise.

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