At Brown Financial, we know that a well-designed financial security plan will help you reach your personal financial goals and objectives, and give you a greater sense of security.

  • Our principles – Our belief is to maintain a portfolio that is built by several important principles.
  • Your portfolio – Every portfolio is unique and the motivations of our clients can vary.
  • Investment vehicles – There are a wide variety of products and plans available to choose from.
  • Our affiliations – We have a large network of financial investment instruments and providers for you to choose from.

Brown Financial Investment Principles

  • Diversify

Spread your investments among different asset classes, geographic regions and sectors and you can reduce your losses of risky investments.

  • Investing, not speculating

Patience is necessary for your portfolio to grow, therefore base your investment decisions on good research, rather than a hot tip, latest story or intuition.

  • Stay invested

Don’t let a market slump change your long-term investment plan.  Exponential growth in investments requires time, so stick to your plan.

  • Be realistic about your tolerance for risk

If a big drop in investment value is a problem for you, then you should weight your portfolio more heavily in bonds and annuities.

  • Expect volatility and profit from it

Volatility in the markets is difficult to avoid, but understanding it can potentially help protect your portfolio in a down market.

Call Brown Financial at (403) 252-1752
for your complimentary investment review today!