By now, we hope we’ve convinced you of the advantages of turning to a fee-only Registered Investment Advisor firm for assistance in achieving your long-term financial goals. But even within this narrower scope, there are multiple choices. How do you choose among the “finalists”?

Of course, you’re likely to seek an advisor who is geographically convenient, offers services that are right-sized for your needs, and is a good fit in terms of personality and areas of expertise. For Rockbridge, you can visit Who We Are on our website, or simply give us a call to learn more.

Another key differentiator is the advisor’s recommended investment strategy. It helps to know, despite the seemingly countless variations, there really are only two main investment styles:

  • Traditional active investment advisors try to forecast what is going to happen next, and successfully buy or sell according to those predictions — whether it’s within the market as a whole, in particular segments, or for individual securities. Unfortunately, the burden of evidence and the costs involved weigh heavily against these active strategies, since they rely on gaining consistent, cost-effective control over an essentially unknowable future.
  • Evidence-based investment advisors like Rockbridge help you focus instead on factors that are more within your control, such as your personal financial goals, and the solid body of academic evidence on how capital markets work. We apply these disciplined factors to help you build and manage your portfolio accordingly. And we provide ongoing support and advice to help you remain patient and on course when the markets grow uncertain.

By selecting an evidence-based investment advisor as your guide, you can better focus on your own plans instead of on the wild world around you.

GETTING STARTED IS SIMPLE

315-671-0588
info@rockbridgeinvest.com
schedule a meeting

GETTING STARTED IS SIMPLE

315-671-0588
info@rockbridgeinvest.com
schedule a meeting