Arbutina Wealth Management Group has developed a focused
approach to wealth management based on the fact that
wealth means different things to different people.
Our investment philosophy is distinguished by four
key beliefs as well as striking the right balance
of risk and return.
four key beliefs are:
- We believe that solid research is
fundamental to sound investment decisions.
- We believe that an investment decision
should not be made lightly.
- We believe in a long-term approach.
- We believe in the value of multiple
matters to our clients: We will work with our clients
to understand the right level of risk. Striking the
balance between risk and return involves the following:
- Knowing why risk matters
- Knowing your risk
- Balancing your risk and return
the importance of risk and identifying the amount
of risk you should take are critical components of
investing. There are three stages of an investment
- Allocating among core asset classes – of paramount
- Selecting additional satellite investments to
implement the asset allocation*.
- Rebalancing the portfolio.
risk and return can be employed by using a core/satellite
strategy. Simply put, a core/satellite strategy combines
products designed to tightly track asset class benchmark
with complementary individual securities or separately
managed accounts (the satellites) that seek to outperform
the same benchmark. The goal is to strike a balance
between the desire for out performance and the need
to manage risk. Focusing on how each risk is being
managed, through asset allocation, investment selection
and rebalance, is critical for an investor to stay
on track toward his or her investment goals.
investing is efficient and lowers overall costs by
incorporating index-tracking investments. It provides
access to institutional investment processes by way
of carefully chosen “core holding” asset managers
who adhere to passive indexing strategies.
Asset Allocation does not ensure a profit or protect
against a loss.
to Building Client Relationships
- Dedicated to supporting the self-interests of our
clients and creating a professional atmosphere in
which to work, and promoting strategies and behaviors
that consistently help support the long-term prosperity
of our clients, affiliates and staff.
- Grateful for the clients we serve, for the resources
and skills entrusted to us, and for the opportunity
to serve others with humility and compassion.
- Uncompromising devotion to the principles of honesty,
integrity and the highest ethical standards.
- Promoting and expecting excellence in ourselves
through a strong foundation of superior, ongoing professional
education and the latest available technology that
keeps us current in the evolving standards of the
offered through LPL
Financial, Member FINRA