Laureate Wealth Management

An Alternative Approach

A Clearly Defined Path

Investing is difficult, and investment discipline is even more challenging. With this in mind, it is critical for investors to develop a clear investment plan in order to immunize themselves from the vicissitudes of the market. Without a clear plan of action, human behavioral factors can negatively influence the performance of a portfolio.

Laureate Wealth's approach requires clients to know their investments and understand how their portfolio is constructed. There is great temptation for investors to run in the herd. Brokers and large institutions often tend to direct clients down the beaten path. Laureate Wealth directs its clients to diversify risk factors and build a portfolio that is substantially different from the market, which is consequently away from the herd.

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