Investment Approach

SA Financial Solutions like most successful investment advisory firms, follows a core investment philosophy. Theses fundamental principles guide the investment decisions we help our clients make.

  • We use a macro-economic approach in evaluating the economy and current investment opportunities
  • Historical data, current trends, daily periodicals, and chart analysis also help form our recommendations
  • Diversification among different asset classes and in some cases where appropriate alternative investments help to reduce risk in the portfolio
  • Clients should know how their investments fit into their portfolios and why they own particular assets
  • Preservation of capital in the account should be a priority
  • Minimizing investment cost and fees is crucial for long-term success