Conservative, pragmatic and proud of the way we do business

3 Keys Wealth: Our proprietary approach to portfolio management

“To invest successfully over a life a lifetime does not require a stratospheric IQ, unusual business insights, or inside information. What’s needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework. “ - Warren E. Buffett

At 3 Keys Wealth, our approach to portfolio management adheres to this wisdom wholeheartedly. 

Utilizing an institutional database - we screen, sort and select individual companies, using our team’s proprietary quantitative processes.  Simply put, we buy stocks for specific reasons and sell them when they no longer meet our criteria. Specifically, we look for the time-tested characteristics of value, momentum and stability, based on clients’ income and growth objectives.  Concentrated stock strategies are complemented by the diversification benefits of low cost exchange traded funds.

By being able to select securities from a broad universe, this approach uncovers opportunities often overlooked and inaccessible by mass market mutual funds.  This discipline avoids the “herd mentality” of investors owning the same investment products, with the guise of customization.   

This framework assures that our clients remain confidently and comfortably on track to achieve their long-term investment and planning goals.