Picking mutual funds that seem to have great returns may not be such a great investment strategy, since it looks like sheer luck (and not skill) is the key factor when it comes to a fund’s performance. Instead, look for an investment strategy that protects your assets, and factors in the unique risks of the market right now.
Five years ago, many outsiders said it could not be done. They thought there was no way ‘another’ registered investment advisory could stand toe-to-toe with the older Private Wealth Management firms and Banks. Five years ago, our founder realized that Financial Advisors, their tools and vehicles were undergoing the most profound change the Financial Industry had seen in thirty-years. In order to be a part of the next generation, Stableford would have to address five areas: authentic portfolio management of individual stocks, custom tax and ESG solutions. index-replication technology and zero bound trading costs. Well, we proved the skeptics wrong, and not only are we going strong, we are exceeding expectations.