The intelligent investor is a realist who sells to optimists and buys from pessimists.
– Benjamin Graham, American Economist, influential investor, the “Father of Value Investing”
Invest with Anticipation, not Apprehension
Before Andrew Wright became President and Chief Compliance Officer of Wright Wealth Strategies, he volunteered as a Marshal at the AT&T Pro Am Golf Tournament at Pebble Beach for many years. Over time, he grew to know one of the caddies he often worked with, and one day Andrew asked him, “What is the most challenging aspect of caddying?”
Without hesitation, the caddie replied, “Playing the golf course with my clients’ game, and not my own.”
We are a good fit for clients who:
- Understand the dynamic and fluid nature of their evolving wants and needs
- See their financial independence as a discipline, not a destination
- Aspire to build a long-term commitment that is of durable value