Our Philosophy
Focusing on Relationships, Family and God is our foundation
What you believe determines how you invest.
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1
We Believe in Markets
We build globally diversified portfolios that leverage the market’s efficiency rather than guessing at pockets of short-term, unpredictable trends.
2
We Believe in Efficient Risk
We build portfolios that seek to achieve the “efficient frontier”. Our goal is to never take on more risk for less reward.
3
We Believe in Lifetime Income
We work with every unique situation to discover the right amount of money to shield from volatility, while simultaneously maximizing growth.
Markets work. That's what the evidence says.
We Believe In Markets
The market is one of the most powerful wealth generators. Our global-based, academically minded portfolios balance large cap markets, emerging or small cap markets, and more to make sure you’re properly exposed to paths of growth.
See the growth of a dollar from 1926 to 2017.
There are two ways to invest.
HD Money takes 50 years of research in the field of economics very seriously and puts its trust in evidence rather than educated guesswork.
Academic Option
Passive Investing
The belief that all of the knowable and unknowable information is already built into the stock price. Therefore, trying to beat technology and economics is not consistently possible.
Good if you believe in markets & economic research.
Guru Option
Active Investing
The belief that a person can use intuition and guesswork to accurately predict when stock prices are too high or low. Therefore, it’s possible to beat the market consistently.
Good if you believe in gurus on Wall Street.
We Believe in Efficient Risk
Never take on more risk for fewer returns.
The level of risk you are willing to take should be reflected in the potential for returns. Many portfolios are full of risk with low returns. Make sure your portfolio is “efficient” when it comes to risk.
Does your portfolio look like this?
The Efficient Frontier
Risk Amount
This is for illustrative purposes only. It is a visual representation of one of the concepts of Modern Portfolio Theory. It does not represent actual return amounts or risk amounts (standard deviation) of the HD Money Advisors portfolio offerings. For more information, contact us.
We Believe in Lifetime Income
Protect your assets by taking a one-way trip up.
Shielding against losses or large market corrections doesn’t have to mean giving up growth. We can help you ensure lifetime income while also allowing you to enjoy returns in the market.
