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Investment Philosophy

The Noah Principle

As Warren Buffett stated “Predicting Rain Doesn’t Count, Building Arks Does”.  We are building Arks (investment portfolios) that will weather any storm and deliver us safely to our financial destination.  We won’t let emotions steer us off course and will manage the challenges to our advantage along the way.  The key objective is in having our savings grow and work for us. We work hard to accumulate savings and have paid our fair share of taxes in the process.  Therefore it is essential to follow a plan that will preserve our capital and grow it over time.

“To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insight, or inside information. What’s needed is a sound intellectual framework for decisions and the ability to keep emotions from corroding that framework.”   Warren Buffett

Wealth Creation and Wealth Protection begin by adhering to a time-tested proven investment philosophy.


The three cornerstones of an investment philosophy are:

  1. Preservation of capital – Investing with a “Margin of Safety”
  2. Achieving a reasonable / desired rate of return 
  3. Minimizing taxation

These cornerstone objectives are best achieved by following proven investment methodologies.  This minimizes learning curves and produces high levels of financial success and stability.   By adhering to proven investment disciplines integral to first-class professional investment management, we inherently benefit from their accumulated knowledge, skill and experience.  This approach brings substantial benefits to disciplined investors and greatly enhances the ability to achieve our financial goals and objectives.

Each investment is carefully considered for reasons of:

  1. Superior management
  2. A time-tested proven investment discipline
  3. Minimizing risk through diversification
  4. Investing in high quality assets
  5. Investments that minimize taxation

It is important to note that we do not subscribe to market timing or invest in a manner that would be considered speculative in nature.  We would rather be certain of a good return than merely hopeful of a spectacular return.

Therefore we are confident that, by adhering to proven methodologies and following a sound intellectual framework to the investment process, we will uphold high quality investments with the objective of preserving capital and achieving a superior rate of return, over the long-term.

Investors today are faced with ever-changing market conditions, an often overwhelming amount of information from the media and an increasing number of investment choices. It’s not surprising that the world of investing can seem complex. Click here to learn more about five principles you can use to help you achieve success with your portfolio.

Remaining focused in today's market environment
In periods of market volatility, a look at history may offer insights into the benefits of long-term investing.

10 Key Points to Remember as an Investor

  1. Keep your emotions out of your investment decisions.
  2. Inflation is the great risk of capital.
  3. Be properly diversified
  4. It’s not timing the investments that count, it’s time in the investments that count.
  5. Investing is always about looking forward and never in the rearview mirror
  6. If your investments drop in value , you have not suffered a loss – just a temporary decline.
  7. “Markets don’t lose money, people do.”  ~ Nick Murray.
  8. “If you want to know what it is like down the road, ask those coming back
  9. “If you aim at nothing you will hit it with amazing accuracy.”
  10. Don’t follow the crowd!