Core Beliefs & References
Frank Financial Concepts, Inc Core Beliefs Related to Financial Planning & Money Management
- We believe asset allocation* is key to maximizing returns while minimizing risks
- We believe asset allocation dictates risk and return
- We believe unemotional, active management of assets can, over the long term, out-perform passive indexing management
- We believe exceptional performance requires concentrated risks
- We believe that understanding risk is more important than understanding return
- We believe the pain of losing money is stronger than the happiness of making money
- We believe financially informed and educated clients are happy clients
- We believe long term growth of assets is more important than a quick profit
- We believe a financial plan is the key to long-term financial success
- We believe in proprietary tactical money management services
References available upon request. The Firm's ADV form (Disclosure Statement) also available upon request.
*Asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses.