Firm Philosophy and Values
Investment Philosophy and Strategy
At Yellowstone Wealth Advisors, we believe in personalized service, value of high-quality research before big decisions, the psychology of money, collective experience, shared decision-making with our clients, and that financial peace is achievable to those who work for it. Our role is not to take over your finances, but to help guide and. inform clients rather than direct them. We provide financial therapy and information to help you make better financial choices, and will walk through whatever areas of your financial goals you choose to pursue, from budgeting and education planning, to investing and retirement.
Yellowstone Wealth Advisors will help you design portfolios that pursue the balance of our clients’ goals for investments returns, but also their need for safety. All clients have unique time horizons and their own tolerance for risk and uncertainty. We start by understanding your behaviors and thoughts, your goals and dreams, and then develop a strategy that meets your needs. When we make investments together, we setup an investment strategy and asset allocation that you are most comfortable with, and that maximizes your probability of meeting those goals. Your investment roadmap and strategy will help us formalize your:
- Investment goals and objectives
- Minimum levels of returns acceptable to you, within the risk parameters defined
- Types of investments you do and don’t want to make
- Appropriate asset allocation
- Time horizons
- Tax brackets and tax consequences
Using dashboards and advanced analytics, we will continuously monitor performance and keep you abreast of how the strategy is working, and what needs to be tweaked to achieve your goals.
Core Firm Values
Long-Term and Consistent Focus
Most millionaires don't get wealthy over night. We believe in a long-term approach to investing, and don't over-focus on intra-day results.
Client-Focused and Personalized Service
We are a fiduciary, and focus exclusively on your best interests. We take your goals and needs into our recommendations, and our level of service aims to be exceptional. We help you minimize market risks to gain long-term gains consistently over time.
Strength in Diversification
Diversifying, or allocating your assets over different asset classes, reduces your overall risk while giving good levels of return. Our core value centers around using diversification to client's advantage.
Conservative and Dependable
High levels of risk are not for everybody. We follow the accounting principle of conservatism, preparing yourself with caution for uncertainty.. We also strive to be reliable and dependable, and to give extremely personal levels of service.
Psychologically-Based Guidance
We help take the emotions out of spending, saving and investing through a behavioral approach to finance.
Advanced Planning and Analysis
We will help prepare multiple scenarios for you to consider to achieve the highest probability for long-term success.
