An investment...is one which, upon thorough analysis, promises safety of principal and an adequate return. Click To Tweet
An investment…is one which, upon thorough analysis, promises safety of principal and an adequate return.
~Benjamin Graham (author of The Intelligent Investor)
Wealth Management must begin with a framework. Benjamin Graham, the Father of Security Analysis, pushed his colleagues to recognize that analyzing and evaluating securities should be regarded as a structured process. He also stood stubbornly for the principle that financial analysis must always conform to the highest standards of ethical conduct. Two decades after pushing for a formal framework, what is now known as the CFA Institute issued the first Chartered Financial Analyst designation in 1963.
To learn more about the CFA® charter, click here. The CFA Institute has a Candidate Body of Knowledge that we incorporate into our wealth management.
Traditional finance is one of three pillars of financial thought that we believe in. The other two are Behavioral Finance and Values-Based Finance.