At the end of the day, it’s not about what you have or even what you’ve accomplished. It’s about what you’ve done with those accomplishments. It’s about who you’ve lifted up, who you’ve made better. It’s about what you’ve given back. ~ Denzel Washington
At Boulder View Capital we take time to think, as we are sure you do, about the most important things in life. Our philosophy and process are centered around what matters most to you, with an emphasis on how we can help you feel a sense of ease today while moving closer to your dreams for the future.
The BVC Philosophy
- Failing to plan is planning to fail
- You are more likely to achieve your goals by following a comprehensive financial plan, implemented with patience, than taking excessive risk with your hard earned savings, seeking to outperform the market
- Asset allocation dominates investment results, and your financial goals, time frame, risk tolerance, risk capacity, and reasonable expectations for return and risk should drive portfolio allocations
- To mitigate volatility, portfolio diversification is essential
- Controlling fees and taxes matters a great deal to your financial outcomes: It’s not what you make, it’s what you keep
- Future investment returns are partially dependent on current valuations, so expectations must be realistic
- Transparency about all fees and expenses is your right as a client (and disclosing them in plain English is simply the right thing to do for any financial advisory firm)
- Risk is inherent in investing but should only be taken as, and to the degree, necessary