Investment Philosophy

By | April 21, 2022

“If you don’t know who you are, this is an expensive place to find out.”
– Adam Smith (pseudonym for George Goodman), The Money Game.

Here at Gracestone, we know who we are.

Three main principles guide our investment philosophy. First, we believe in building portfolios that both capture opportunity and weather downturns. Second, we believe in taking no more risk than is necessary to meet your goals. Third, if you don’t understand it, you probably shouldn’t invest in it.

Investment management, portfolio construction and securities analysis are our primary focus. We build the investment framework, and work with independent portfolio managers (our stock pickers) to select the securities deemed best for any given goal. #gracestone #businessbrief