Why It’s Wise to Choose a GIPS Compliant Investment Firm (Part 1)

June 1, 2023Posted in Business, Financial Planning, Investment, Investment StrategyWritten by Andrew BrinkmanLeave a comment

For investors, it can be difficult to know if an investment firm is presenting fair and accurate performance. GIPS compliant firms adhere to a global standard to measure performance and offer objective data that helps potential investors compare across markets, languages and processes. GIPS compliance aids in investment performance transparency.

The Stableford Difference: A Unique Investment Philosophy

May 16, 2020Posted in Asset Management, Financial Planning, Investment, Investment Strategy, Tax, The Market, wealth managementWritten by Nathan FaldmoLeave a comment

Stableford operates on a different investment philosophy from other financial advisory firms: adjusting based on market environment and client need. To do this we have to constantly assess risk and maintain open communication with clients – during both up and down markets. Stableford is not a manager of managers and the investment strategies are all proprietary.