Investment Philosophy

At Verlin Financial, we follow a disciplined, long-term and efficient investment management strategy that utilizes multiple approaches in an effort to reduce risk and lower volatility. We believe that there is a right way and a wrong way to invest. Our fundamental belief is that consistent returns over a long period of time helps create and preserve wealth.  This is potentially realized by mitigating risk through the construction of diverse portfolios*.   Adhering to this fundamental belief may enhance long-term returns, strengthen relationships, and help neutralize the “financial noise,” so that we are all careful not to overreact to short-term fluctuations in the markets.  We do not believe in “hot” investments or timing the market.

*Diversification does not guarantee against market loss.