Broker Check

Investment Philosophy

In today’s fast-changing financial markets, sound advice, leadership, and management are essential to achieving goals. At Rainier Financial Group, we apply our process to building carefully diversified portfolios that take the appropriate amount of risk for each individual client. Our cutting-edge approach allows us to manage our clients’ wealth by being simultaneously strategic and cautious during uncertain times.

For investors, the importance of establishing and operating within the context of clearly-defined and well-articulated investment principles cannot be overstated. Fundamental investment principles provide the framework upon which investors build portfolios as we seek to provide the greatest probability of meeting their goals.

Our principles—informed by a rich understanding of human psychology, an appreciation of financial theory, a deep awareness of history, and close monitoring of current events—emphasize the factors that we believe can enhance long-term investment performance and deemphasize the factors most likely to interfere with achieving both short and long-term goals.

Although our clients have unique goals and objectives, our investment principles are fundamental to the advice we provide and ensure consistency in all aspects of the portfolio management process.

We believe the market drives returns, and portfolio structure and implementation determine performance. Our investment principles are focused on managing risk and combining asset classes efficiently and cost effectively. When we put them into practice, we allocate assets guided by sound judgement while being deeply informed by your circumstances and preferences.

Our Principle

We believe successful investing is predicated not on timing markets, but on quality time in the markets. That’s where our investment and retirement strategies come into play. As your strategic partner, we’ll integrate your financial life so you can continue excelling in your career, enjoying the fruits of retirement, and focusing on the things that matter most.

While asset management represents just one area of our focus, we are confident that a sound investment strategy lays the foundation for success in all areas of your financial life.