Philosophy 

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ARTAAD Financial

128 Tommy Stalnaker Drive
Suite 300
Warner Robins, GA 31088

PHONE 478-333-3790
FAX 478-333-5043

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The P.L.A.N.


Our investment philosophy is rooted in understanding our client’s goals, following a disciplined investment approach and maximizing every opportunity.

Purposeful Investing

Invest with a purpose

 

We Believe:

  • Your investments should be a reflection of your goals- investments should mimic the reality of your life
     
  • Investments should be selected based on their role, each delivering the maximum component value based on there individual contribution
     
  • Portfolios should be constructed and evaluated holistically, and success should be measured relative to your goals.
 

Loyalty

Be loyal to a disciplined process

 

We Believe:

  • Loyalty to a disciplined process is necessary to prevail gain the uncertain nature of markets
     
  • A prudent investment process should have long-term focus which keeps you grounded during periods of uncertainty
     
  • To capture potential near term opportunities to enhance return or manage risk, tactical strategy options may added significant value.
 

Alleviate

Alleviate unnecessary risk

 

We Believe:

  • Portfolios should be diversified across multiple sources of risk and return
     
  • A total-return approach which combines income and growth investments has the potential to yield the best results over time
     
  • Portfolios should be periodically rebalanced to align with goals-based investment objectives, reduce risk and improve outcomes over time.
 

Navigate

Navigate strategically through prudent investment solutions

 

We Believe:

  • Investment strategies should align with your specific financial situation and investment objectives
     
  • The most appropriate strategy should be selected given desired investment exposure and positioning
     
  • Low cost, tax-efficient strategies and compelling active managers are desirable and should be included selectively.
Tactical allocation may involve more frequent buying and selling of assets and will tend to generate higher transaction cost.  Investors should consider the tax consequences of moving positions more frequently. 
 
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
 
Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
 
All investing involves risk including the possible loss of principal. No strategy assures success or protects against loss.

 

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