Principles of Money Management

Stafford Thorpe Principles of Money Management

At Stafford Thorpe we appreciate the responsibility you place on us.

Our mission is to grow and protect your wealth so that you can be financially secure now and in the future. We do this by focusing on a small number of guiding principles. In a world of investing that can be unpredictable, irrational, and too focused on the short term, we stick with what works:

We aim for consistent, steady growth

Our goal is to ensure your assets retain their purchasing power over time. Real returns need to be adjusted for inflation. Our pursuit of growth considers the amount of risk you are willing and able to assume. Publicly traded equities are typically the primary growth engine in most portfolios. At times these can be volatile, which we mitigate through rigorous asset selection and diversification.

Taking Measured Risk

We can’t eliminate risk completely, nor do we want to. The key is taking the right risks to ensure real growth without capital loss. This is the essence of wealth preservation. We invest in shares of high-quality companies that are resilient throughout the full range of market and economic cycles. Finding the right balance tailors your portfolio to your life and your needs.

Maintaining A Long Time Horizon

Patience pays off. Short-term market fluctuations do provide opportunity, but the market movements are often driven by sentiment and reaction. By focusing on long-term returns, we achieve positive real returns for our clients. Our investment process focuses on the fundamental value of assets, all the while remaining flexible and adaptable in our ever-evolving world.

The Strength of Our Proprietary Research

Our clients count on us to ensure their financial security. As an independent firm, we thoroughly vet each and every investment recommendation, free from conflicts of interest. Our industry leading research sets us apart from our peers and ensures every client portfolio is performing optimally.

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As a client of Stafford Thorpe, you’ll be empowered, respected and supported – wealth management you deserve.