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 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 more extended period reduces the impact of year-to-year fluctuations, providing a more tranquil investment journey.

 

Maimon Wealth Management Ltd, a licensed Portfolio Management Company and SEC Registered Investment Advisor, provides investment advice and portfolio management services.