“To achieve satisfactory investment results is easier than most people realize; to achieve superior results is harder than it looks.”
As the late Benjamin Graham famously stated in The Intelligent Investor, “To achieve satisfactory investment results is easier than most people realize; to achieve superior results is harder than it looks.”
The team at Piton Wealth strives for superior results by keeping these perspectives and priorities in mind:
Along with retirement, estate and protection planning, asset management is a cornerstone in any sound wealth management strategy. We utilize investment vehicles across multiple asset classes, including, but not limited to, individual equities, ETFs, and mutual funds, to construct and manage custom portfolios. Our process begins with idea generation using proprietary filters and news flow combined with fundamental bottom-up research and 3rd-party insight to identify potential investment opportunities. We seek to preserve capital and realize long-term appreciation by investing in companies which, in our view, have sound business models that are viable for long-term growth and or offer value relative to industry peers and have the highest potential for risk-adjusted returns.
At Piton Wealth, we also know that the economy can be organized into markets, but it is all fundamentally made up of people. We recognize that the human brain is not wired to make rational economic choices, and as a result, individuals tend to collectively make decisions that compromise market efficiency, which is the extent to which the price of an asset reflects all information available. Fortunately, investors’ emotional behavior is both predictable and well-studied. Ultimately emotional investor behavior leads to excessive stock and market volatility and creates investment opportunity.
For all those reasons and more, here at Piton Wealth, we prioritize people and their lives, working diligently and earnestly for each client to understand their goals, time horizons, and risk tolerance in order to recommend and implement investment strategies that best suit them.
The fullest expression of Piton Wealth’s commitment to our clients is our Navigated Journey™, so we encourage you next to explore investment management as part of our unique, trademarked service.