Investment Planning in Tri Cities & Thumb
At Recker Financial, we believe the investment process and your portfolio should be connected to and driven by the personal goals and values of your financial plan. It should be sophisticated, yet not complicated. We also believe in the power of expertise and providing our clients access to some of the best investment minds in the business. To that point, we have partnered with Efficient Advisors and gained access to their Investment Committee to construct and continuously review our portfolios.
Efficient Advisors constructs portfolios based upon 4 core beliefs:
1. Capitalism builds wealth. Markets reward discipline.
2. Traditional investment management approaches based on forecasts and predictions often fail to meet expectations.
3. Academic research suggests a premium offered by certain risk factors – size, value and profitability.
4. Fees matter.
Their approach to investing is grounded in decades of Nobel Prize-winning, academic research. They are passionate about sharing this research and helping clients to avoid the hype, high fees and hidden agendas that can undermine investors’ results over time.