2-3 Investment Philosophy

Investment Philosophy
at Summit Financial Coach

At Summit Investor Coach, LLC, we base every financial decision upon a proven philosophy consisting of three core components.

 

Matson Money

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Summit Investor Coach investing with Matson Money

At Summit Investor our purpose is to provide a diversified portfolio which can result in a sound and safe investment over time.

Free Markets

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Summit Investor Coach, LLC believes free markets works and are efficient.

Summit Investor Coach, LLC believes free markets works and are efficient.
• We focus on capturing market returns
• We use asset class or structured funds
• We diversify internationally
• We do not practice stock picking, track record investing or market timing

Diversification

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Summit Investor Coach's investment strategy

Our investment strategy employs precise asset classes to capture the returns of unique dimensions of the market. We do not attempt to predict the future. We capture empirically proven dimensions of the market which provide unique returns to investors.

Call 203 453-1017 as an important step towards reaching your retirement goals or click here and schedule an appointment.