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Investment Philosophy

"Successful investors operate with a coherent investment philosophy that they apply consistently to all aspects of the portfolio management process. Philosophical principles represent time-tested insights into investment matters that rise to the level of enduring professional convictions. The central tenets of an investor's approach to markets emanate from fundamental beliefs regarding the most effective way to generate investment returns to satisfy institutional goals.

Investment returns stem from decisions regarding three tools of portfolio management: asset allocation, market timing, and security selection, with investor behavior determining the relative importance of each. Careful investors consciously construct portfolios to reflect the expected contribution of each portfolio management tool. "

The above is quoted from Pioneering Portfolio Management: An Unconventional Approach to Institutional Investment by David F.Swensen - Free Press - 2000

Frank Givens, CPA, Registered Investment Advisor with LPL FINANCIAL

Series 6, 7, 63, 66.
Registered to conduct business in the following states: AL, LA, MS, SC, TN, TX

Frank Givens, CPA  

DeerChase 5699 Getwell Road Suite E5-C · Southaven MS 38672
    office 662.349.3798 / cell 662.404.3798

Securities offered through LPL Financial, Member FINRA/SIPC.

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