The following summarizes the Charleton Financial approach to investments:
- Look to the long term. Your portfolio was designed in anticipation of volatility, not in response to it. We are constantly studying market conditions and their effect on your capital.
- You need to be properly diversified in your portfolio.
- Focus on good-quality investments and competent portfolio managers. Our review of your portfolio managers' past performance, in relationship to their peers, substantiates a history of quality investment decisions that we believe will continue in the future.
We build your portfolio with market conditions in mind. It's designed to do well in the good times, and cushion some of the rough times. That's why we work with the professional portfolio managers offered through our Broker Dealer to help manage your wealth.