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Herrick Advisors

Investment Philosophy

I am committed to educating my clients in the fundamentals of successful wealth accumulation and preservation based on the following beliefs:

  • Your retirement income is my top priority.

  • I believe that retirement income should last for the client's lifetime, not just the next investment cycle.

  • I believe that investment goals should be pegged towards a 30+-year retirement, not just getting to a retirement date.

  • Investment portfolios are built foundationally on quality assets.  We don't speculate to build wealth.

  • "Time in the markets" could produce the compounding returns that "timing the markets" only speculates upon.

  • When investing to meet long-term goals, we must always remember to consider the risk of premature death and strategies to protect family and heirs against that risk.

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