ASSET MANAGEMENT WHITE PAPER 2011
Philosophy
Investment management is an integral component of the personalized wealth management and financial planning process. Willow Creek Financial Services (Willow Creek) designs and manages portfolios utilizing a disciplined long-term strategy based on sound fundamentals proven to influence investment success. The foundation of Willow Creek’s investment management philosophy is based on rigorous academic research and financial science, which shows that a properly diversified selection of uncorrelated asset classes, managed with a disciplined rebalancing methodology, is the best approach to provide investors the highest probability of attaining their financial goals.
The core tenets of Willow Creek’s Investment Management Program include:
• Customize and manage tax-efficient portfolios to achieve the financial goals of our clients
• Optimize investment portfolios to compensate investors for the level of risk assumed
• Minimize unnecessary portfolio risk through diversification
• Maintain portfolio allocation via systematic rebalancing
• Apply strict discipline in all aspects of portfolio management
• Use low-cost, tax-efficient institutional class investments
• Adhere to fiduciary standards – Clients are always the first priority
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