​"People that think they can predict the short-term movement of the stock market - or listen to other people who talk about (timing the market) - they are making a big mistake." - Warren Buffett

The AIAI Investment Philosophy

Our goal in the management of portfolios is to seek growth without undue exposure to risk.  Our investment objective is not to “beat the market,” but to achieve each client’s individual financial goal within prudent risk parameters.

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We execute our philosophy by:

Creating a customized asset allocation strategy which seeks to maximize after-tax returns based on each client’s investment objectives, risk tolerance and investment horizon.

Investing in well-diversified portfolios and managing assets for tax-efficient long-term gains as applicable.

Providing ongoing services and advice that allows us to adapt to shifting market conditions as well as changes in our clients financial circumstances. 

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