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Recent market volatility has taught the world significant lessons about the intricacies of our national and world economies. Commentators of the day are suggesting that investment strategies become more flexible to more effectively navigate through our unknown future. After all, one thing we know for sure is that those most adaptable to change will be most prepared for the future.
As a result, we are pleased to introduce disciplinedIQ, Waypoint’s most flexible and forward-thinking investment methodology. The foundation of disciplinedIQ is based on three foundation principles:
- disciplined Fiduciary Standards of Care - The highest of fiduciary standards of care are used in the management of each client's investment plan, specifically including the selection and monitoring of investment options.
- Investor Quotient (IQ) - Equity market and macroeconomic indicators are key factors in the ongoing analysis and determination of prudent investment levels.
- Advisor and Account Flexibility - The use of fee-based investment accounts rather than commission-based accounts provide the flexibility necessary to implement an investment plan using the highest fiduciary standards of care and to adapt to changing equity market and economic conditions.
This strategy builds on Waypoint’s well-established practices by adding a measure that specifically addresses the advice that investors expect to receive from their advisors in today's economy. It also provides more clarity into the investment selection and monitoring process than you have previously witnessed.
We invite you to contact us regarding disciplinedIQ and how it can be utilized in the fulfilling of your investment objectives. We are certain that you will find disciplinedIQ to be a sensible application of fiduciary responsibility, investment management expertise, and common sense.
As with any investment strategy (including your current strategy), no strategy can assure a profit or protection against a loss of principal. Also, the disciplinedIQ process applies only to specific and pre-arranged advisory client engagements.
Please review the three foundation principals of disciplinedIQ starting with "disciplined Fiduciary Standards".
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