A&I Investment Philosophy

We believe the right way to invest is to diversify by strategy, remain consistent, and maintain high conviction.

What We Believe

We believe quality inputs generate
quality results over time.

We believe that investor behavior is the single greatest determinant of an investor’s financial success.

We believe that asset allocation between stocks and other investments, including bonds and alternatives, is more important than selection and timing of the investments.

We believe stocks will yield better returns over time than other assets.

We believe that combining time-tested strategies, with high conviction and consistency, generates superior investment returns.

We believe in ongoing, rigorous due diligence and testing of our beliefs.

We Provide Our Clients Access to:

100+ years of combined experience
Stock research lead by a PhD and former Dean of Finance, with a US Patented process
Fixed income, asset allocation and economic research lead by a team of CFAs

Manager and Investment Selection

AIWM portfolios are both academically proven and time-tested. Using a patented approach to equity management, called Strategic Active Equity, we utilize a team of equity analysts lead by Dr. Tom Howard. Rigorous research from leading academic institutions like Harvard, Yale, Oxford and the University of Denver, among others, to give our clients direct access to high-quality, actively-managed stock portfolios.

Building a superior portfolio isn’t easy. We have as a resource an experienced team of Chartered Financial Analysts who perform hands-on research and on-site visits to identify investment managers.

Asset allocation and diversification do not ensure a profit or protect against loss in a declining market. Investment strategies have inherent risk factors and there is no assurance that any investment strategy will be successful. Non-traditional investments or alternative investments involve specific risks that may be greater than those associated with traditional investments. Investors should consider the special risks including illiquidity, speculative strategies such as leverage and commodity price volatility, increased expenses and tax considerations before investing.

ESG Investments

Many investors want to “do well and do good” for the environment, for society, and invest in companies that share their beliefs.

Our Process, Our Promise

We are fiduciaries. In other words, we pledge to put your interests first. We promise that no one has a greater interest in your family’s success than our team.

Life Planning

When planning a life, money is integral to almost everything. Our wealth managers have been here before with other folks like you. By talking with one of our experienced guides you can reduce your stress and increase your success.

Client Experience

Our wealth management approach may be different from experiences you have had with other advisors. We devote time to a discovery process that helps us understand your values, goals, and relationships. We design an investment plan and recommendations based on your unique needs.

Advanced Financial Planning

Speak with an expert

An initial conversation is always complimentary. We are often told that our discovery process is the best conversation about money a person has ever had.

Our Investment Philosophy Statement

The right way to invest is to diversify by strategy, remain consistent, and maintain high conviction.