Our Hybrid, Investment Philosophy

We follow two main schools of thought in the investment world. The traditional stock picker, such as Warren Buffett, focuses on the conversation around a specific investment. The asset allocator follows the work of Harry Markowitz, better known as modern portfolio theory. Fiat Wealth Management’s investment philosophy is a hybrid of these two. 

We build our foundation on diversification. 

 We must identify the emotions of fear and greed in ourselves in order to avoid the bubbles they create. 

 We seek value in the market place, and when identified we strive totake advantage of it. 

 We will invest in the ideas of tomorrow, always looking for companies with a successful business model today.

Disclosure: Neither Asset Allocation nor Diversification guarantee a profit or protect against a loss in a declining market. They are methods used to help manage investment risk.