Investment Philosophy

Investment Philosophy

Garner Financial Management utilizes global non-proprietary resources to design customized investment portfolios to meet all of your financial needs. We provide a customized, straightforward and sensible approach to financial growth, protection and management. It is our mission to protect and grow your wealth through knowledge, integrity and passion.

Our investment management relationships begin with in-depth discussions regarding investment objectives, risk tolerance, income needs and other financial considerations that could impact our investment approach. We work closely with you to construct portfolios designed to meet objectives and to accommodate individual situations.Our investment management services provide ongoing supervisory responsibility for your investment holdings and strategies.

We adhere to two key investment strategies – discipline and diversification – which we believe are fundamental to achieving financial success. We are a multi-asset class manager and encourage diversification to enhance risk-adjusted returns. Our role is to create the appropriate structure of investments to afford growth opportunity in line with your goals and needs. Each investment is selected and continuously re-evaluated based on the investment’s fundamentals as well as its integrated role within the overall portfolio.

 

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