Investments
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!