Many investors believe that managing their investments actively is more likely to lead to success, but when they make their own investment decisions, they tend to be emotional, and may not even be fully aware of how emotional their investing strategies are. This emotional or undisciplined approach to investing has consequences. Over the long term, individuals who try to manage their investments actively are less likely to be successful than those who buy and hold their investments. They want to buy into the market when it is going up, and will sell when it is coming down.

We believe successful, intelligent clients need independent, experienced advice to achieve their financial goals. A study conducted by an independent research firm found that the average return of the S&P 500 over the last 20 years was 7.8% per year, yet the average equity investor earned only 3.5%. Why? Most individual investors gravitate toward the next "hot" investment and let emotions rule their portfolio. The goal of our approach is to take the emotion out of investing in order to capture market returns while minimizing volatility. Source: DALBAR Quantitative Analysis of Investor Behavior 2012.

Our investment program is a fee-based, highly diversified, low-cost, passive investment strategy, using primarily Dimensional Fund Advisors, based on an investment philosophy derived from decades of academic research in financial and market theory. We believe that by investing in a variety of asset classes, using a disciplined approach, the program will provide a reasonable return over the long term while managing risk, which will ultimately result in a sustainable investment strategy. Individual investors are often very emotional in their approach to investing. This program’s goal is to help clients achieve their financial goals by overcoming the pitfalls of emotional investing. The program is designed to keep investors from trying to time the markets and chase hot funds and asset classes, and instead to institute a disciplined, well diversified portfolio that benefits from random asset class movements.

* We can not assure market performance.

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Coventry Financial Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.  Get in touch and let us know how we can best serve you!

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