We believe that achieving long-term financial balance requires a holistic approach that includes structuring financial resources to best maintain and grow wealth to meet life’s objectives.
We encourage our clients to adopt a long-term view and believe that robust and well-diversified investment strategies founded on established and proven principles are the best way to achieve these goals and provide a more tranquil investment journey. We are dedicated proponents of evidence-based investing.
While your feelings about money play a prominent role in determining the right financial strategy for you, especially in terms of risk management, we believe that you, and we, are best served by limiting the role that emotions play in making daily investment decisions.
Our investment strategies are based on an extensive body of, some Nobel Prize-winning, academic research. We work with our clients to identify and implement an optimal mix of investment exposures and implement shifts accordingly. Prioritizing evidence in our strategies, rather than emotions and predictions, benefits our clients.
Our investment philosophy is based on fundamental beliefs about how best to maintain and sustain our clients’ wealth. We believe that markets are efficient, diversification is essential, investing involves balancing risk with expected returns, and that portfolio structure explains performance.
These principles are the foundation for building comprehensive portfolios focusing on asset allocation and cost minimization. We focus on expected sources of higher long-term investment returns rather than security selection and market timing, and continually evaluate new methodologies to enhance client portfolios.
We encourage our clients to adopt a long-term view of investing. Returns can vary widely in the short run, while owning investments for a longer period of time reduces the impact of year-to-year fluctuations, providing a more tranquil investment journey.
Investment advises and portfolio management services are provided by Maimon Wealth Management Ltd, a licensed Portfolio Management Company and SEC Registered Investment Advisor.
The following video provides a comprehensive review of the financial market, human nature, and investment strategy considerations that highlight the benefits of our Evidence-Based investment approach and the value of working with a financial adviser. - Ben Maimon
00:08 – 03:38 Why Invest
03:39 – 10:07 Active Investing
10:08 – 16:29 Passive Investing
16:30 – 22:21 Why Evidence-Based Investing
22:22 – 28:32 Considering the Risks
28:33 – 37:14 Human Nature and Behavioral Biases
37:15 – 43:00 The Value of Working With an Adviser
Click the title to preview the document.
Market Efficiency, Long-Term Returns, and Behavioral Finance
Dividend Policy, Growth, Valuation of Shares
Thinking Fast and Slow
by Daniel Kahneman
A Random Walk Down Wall Street
by Burton. G. Malkiel
What Investors Really Want: Know What Drives Investor Behavior and Make Smarter Financial Decisions
by Meir Statman
Your Money and Your Brain: How the New Science of Neuroeconomics Can Help Make You Rich
by Jason Zweig
The Investment Answer
by Daniel C. Goldie & Gordon S. Murray
The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money
by Carl Richards
Groundbreaking work on the importance of portfolio diversification
Cross Section of Expected Stock Returns
Demonstrate that small-cap and value stocks offer premium returns
Capital Asset Prices - A Theory of Market Equilibrium under Conditions of Risk
Term Premiums in Bond Returns
This paper examines expected returns on U.S. Treasury bills and on U.S. Government bond portfolios.
The Relationship Between Return and Market Value of Common Stocks
Examining the empirical relationship between the return and the total market value of NYSE common stocks.