Investment Philosophy
Steady Performance = Reduced Risk/Volatility = Better Compounding
With any investment strategy there is a certain degree of risk. When dealing with an individual's life savings we believe we're obligated to reduce that risk to a minimum. All Star Financial uses the Nobel Prize-winning Modern Portfolio Theory as its core philosophy, in combination with other risk reduction tools. Our philosophy goes quite a bit beyond "Don't put all your eggs in one basket".
We take the time to implement our process and the bottom line results are best summarized in a simple phrase used by President Bob Klefsaas; "It's not how much you make - It's how much you keep". Emotionally and financially, our goal is for you to experience less volatility. You will have a portfolio that is managed to help reduce risk in nearly every type of economic cycle.
There's a good deal more behind our disciplined process of selecting stocks, bonds or no-load mutual funds for your portfolio than the fact that the name is well known or that no-load mutual funds are a good deal. After determining your risk tolerance, we analyze all types and styles of investments at that level of risk. Then we cherry-pick the best performers from each of the asset classes and many fund families to create a portfolio of "all stars". By actively monitoring and managing the holdings, we hope to earn your account superior returns relative to your risk.
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