EnnisKnupp’s investment philosophy is based on these basic beliefs:
- Investment policy and asset allocation impact long-term performance.
- Understanding and controlling risk exposures are critical for an investment program’s success.
- Economy, simplicity, and reliability will enhance results.
- Maintaining a long-term perspective provides an investment advantage.
- Accepted theoretical principles and sound empirical data should be the foundation for investment decisions, not opinions, emotions, or popular trends.
- Cost matters.
Our advice to clients reflects these beliefs, but we do not follow a formula for evaluation of investment policies and practices. Instead, we work to understand the situation that is unique to each client and shape our advice to fit the circumstances.