Investment Management

How We Invest

Successful investing is simple, but it isn’t easy.

As investors, we often let emotions get the best of us. Sir Isaac Newton lost a bundle of money investing in the South Sea Bubble, explaining later, “I can calculate the movement of the stars, but not the madness of men.” The right investment partners are an important ingredient to sustaining a behavioral edge.

There is not one solution to how money should be invested. At Nova R Wealth, we believe that the right investment strategy is one that you believe is robust enough to stick with no matter what.

To combat emotional behavior, our investment process begins not with selecting investments, but with getting to know you. Each client’s plan is personalized based on their unique situation, risk profile, time horizon, and tax burden. Emphasis is placed not only on a client’s ability to take risk, but also their willingness to take risk.

In the short run, popular investment styles or companies may reign supreme based merely on the fact that they’re popular; however, our philosophy is rooted in the belief that strategies and factors that have been proven over time will prevail over the longer term.

Our focus is not quarter-to-quarter, but through the compounding of portfolio returns over time through a diversified asset allocation and disciplined research-driven process. As the age old saying goes, “Diversification is the only free lunch.”

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