Columbine: Likely a Mckanna hybrid.
ITA Wealth Management focuses on the following investment philosophy.
- Follow The Golden Rule – “Save as much as you can as early as you can.”
- Build the portfolio around index ETFs instead of attempting to select individual stocks.
- Understand the relationship between return and risk.
- Employ a risk reduction model in order to avoid major bear markets.
- Diversify the portfolio across all asset classes and around the globe.
- Rely on research rather than emotions when making investment decisions.
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