How We Invest

Investors who follow a carefully planned set of guidelines have a higher success rate than those who act on their emotions or make frequent changes based on the events of the day. Our investment committee spends the majority of its time researching and writing about how to utilize behavioral finance in concert with the best practices in portfolio management. We have designed an investment approach that allows us to capitalize on the long-term, while not allowing temporary activity in the markets to interfere with our decision-making process.

Two of the central tenets of our investment process are portfolio construction and risk management. We believe that thinking and acting for the long-term is paramount; this idea is at the heart of our client service and portfolio management program. Behavioral counseling, a balanced investment plan and consistent communication are the tools we employ to help our clients utilize “time arbitrage” to their advantage.

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While the long-term is the only time frame that truly matters, we recognize that the long-term is not where life is lived. This is why we created a proprietary, low-cost, systematic risk management strategy to ensure that investors can handle periodic volatility without abandoning their investment plan.

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With a constant focus on risk management, we’re always looking to balance shorter-term fears with longer-term needs and objectives, so that clients can remain comfortably committed to their plan.

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Disclaimer: Ritholtz Wealth Management is a registered investment advisor (RIA). This website is solely for informational purposes and not a solicitation to invest. Advisory services are only offered to clients or prospective clients where Ritholtz Wealth Management and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Ritholtz Wealth Management unless a client service agreement is in place. Please contact a financial advisory professional before making any investment.