Investment Approach: Wealth Management Investment Decisions

Flautt Hare Davis follows a core investment philosophy that is derived from the following principles that guide the investment decisions we help our clients make:

  • Asset allocation seeks to reduce portfolio risk. Effective asset allocation incorporates diversification among traditional stock, bond, and cash instruments, as well as non-traditional alternative investments. *The client’s distribution goals and risk tolerance guide our investment choices.
  • Investors should be educated as to how their investments fit into their portfolios and why they own particular assets.
  • Minimizing investment cost is crucial for long-term success.
  • An investor’s primary decisions should involve creating goals and investment objectives, not the selection of individual investments.
  • Risk is multi-dimensional. Investors should weigh “shortfall risk” – the possibility that a portfolio may not meet long-term financial goals – against “market risk,” – the reality that returns on investments may fluctuate.
  • Market-timing and performance-chasing are not part of a winning investment strategy. However, managing  risk can seeks to help preserve capital and may include short term investment changes in times of unusual volatility.

*Asset allocation does not ensure a profit or protect against a loss.

Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. Other advisory services offered through Independent Financial Partners (IFP), a Registered Investment Advisor. Flautt Hare Davis LLC and IFP are separate entities from LPL Financial.

330 Mallory Station Rd. Suite A-2  Franklin, TN 37067 Phone: (615) 661-8828 Fax: (866) 661-6252 Email: jim.davis@fhdfinancial.com

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