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Investment Principles

Rather than focus on selling, the Lane Bridgers team is focused on helping clients. Our team consists of experienced financial professionals who manage client relationships. We are strong proponents of "keeping it simple". Most people will achieve better results—and certainly sleep better—with a conservative, simple, low cost strategy. We strictly adhere to the following Investment Principles:

  • We adhere to traditional investment principles and time-tested investment strategies.
  • The creation, management and preservation of wealth is a long-term process.
  • Asset Allocation should be the foundation for all investment decisions.
  • We stress the importance of a well-diversified, well-balanced portfolio.
  • We favor "lows" —low turnover, low cost, low tax.

Our investment advice begins with the principle of asset allocation. This simply means allocating or distributing your assets among different investment classes (stocks, bonds and cash). Studies have shown that more than 90% of your portfolio performance can be attributed to asset allocation.  However, asset allocation cannot eliminate the risk of fluctuation prices and uncertain returns.

Once we set our asset allocation target, we will seek diversification within each asset class, following the old—but still relevant—advice of not putting all your eggs in one basket. Simple, straightforward, effective.

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