The following summarizes The Gardner Group’s core management beliefs. These provide the basis for your Investment Policy Statement. All members of your team are committed to its consistent implementation. Policy design, implementation, continuous monitoring, rebalancing and, as necessary, modification, are integral parts of the wealth management process. Our success is measured not by performance statistics but rather by our clients’ success in achieving their goals.
The two dominant philosophies of asset allocating assets are strategic and tactical. The former is best for building wealth when the economic picture brightens, and the latter is better for dealing with uncertainty.