A&I Investment Philosophy

Diversify by strategy, remain consistent, and maintain high conviction.

What we believe

We believe quality inputs generate
quality results over time.

We believe that investor behavior is the single greatest determinant of an investor’s financial success.

We believe that asset allocation between stocks and other investments, including bonds and alternatives, is more important than selection and timing of the investments.

We believe equities will yield better returns over time than other assets.

We believe that combining time-tested strategies, with high conviction and consistency, generates superior investment returns.

We believe in ongoing, rigorous due diligence and testing of our beliefs.

We provide

100+ years of combined experience at A&I
Equity research lead by a PhD and former Dean of Finance, with a US Patented process, at our research partner, Athena Invest
Fixed income, asset allocation and economic research lead by a team of CFAs at our research partner, iMGP

Our Investment Philosophy Statement

How we do investment research

AIWM portfolios are both academically proven and time-tested. Using a patented approach to equity management, called Strategic Active Equity, we utilize a team of equity analysts lead by Dr. Tom Howard at Athena Invest. Rigorous research from leading academic institutions like Harvard, Yale, Oxford and the University of Denver, among others, to give our clients direct access to high-quality, actively-managed stock portfolios.

Building a superior portfolio isn’t easy. We perform hands-on research and on-site visits to identify investment managers.

Asset allocation and diversification do not ensure a profit or protect against loss in a declining market. Investment strategies have inherent risk factors and there is no assurance that any investment strategy will be successful. Non-traditional investments or alternative investments involve specific risks that may be greater than those associated with traditional investments. Investors should consider the special risks including illiquidity, speculative strategies such as leverage and commodity price volatility, increased expenses and tax considerations before investing.

Client experience

Our wealth management approach may be different from experiences you have had with other advisors. We devote time to a discovery process that helps us understand your values, goals, and relationships. We design an investment plan and recommendations based on your unique needs.

Advanced Financial Planning

Who we serve

Changing Jobs
Changing jobs requires a lot of juggling and mental resources. We work alongside you to make way for a smooth financial transition, keep you and your family safe, and plan for the long haul
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Business Owners and Executives
Small business owners, we speak your language! We help you with ownership transitions, tax liabilities, and risk mitigation. Learn more about the process.
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Divorce
Divorce involves establishing your financial independence from your spouse. Our financial planners can help you navigate your new financial life as you plan and complete the divorce process. Gain clarity about your finances and emerge with confidence for the next phase of your life.
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Medicare Planning
Our financial planners will help you make a gift that is meaningful. Charitable planning can be simple or complex. We can coordinate a team to reduce expenses and may help you find a plan that is free (other than the gift itself).
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Women’s Wealth and Wellness
Women have unique financial needs in different life stages, from accumulating wealth to retiring, to widowhood.
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Families
Long-term, real-life financial success begins with a plan. Our advisors can help you chart a legacy measured by generations of success. Our clients benefit from an expert team of professionals.
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Life Transitions
Life transitions often come hand-in-hand with a sudden change in finances. Our processes and experienced team can help.
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Financial Advice for Widows and Survivors
Finances are an underlying source of stress after a loved one passes. We listen, simplify and help you prioritize so that you can focus on grieving and recovery.
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Inheritance or Windfall
When you receive a large sum of money through inheritance or windfall, your financial planner will help you develop a custom financial plan that makes room for your short-term and long-term goals.
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