Investment Philosophy

K.W. Chambers & Co. excels in handling “serious money.” We define serious money as a retirement account, or nest egg, that’s designed to help you reach your highest priority lifetime goals and ambitions.

A core tenet of our investment philosophy is that we believe the best potential for long-term growth of capital exists with the ownership of stock from quality, growing companies. One effective and efficient way for most investors to accomplish this is through the ownership of mutual funds and exchange traded funds (ETFs). By owning a share of a large basket of stocks managed by a professional, you enjoy the advantages of diversification, which is typically difficult for an individual investor to achieve alone.

After your plan has been devised and implemented, one of the most critical aspects in seeing it to fruition is discipline. Your K.W. Chambers & Co. financial advisor will help you stay focused on your goals and maintain confidence in your investment plan during periods of market volatility.

This website content has been prepared for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Investing involves risk including the possible loss of principal. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. The accuracy and completeness of this information is not guaranteed and is subject to change. Since each investor’s situation is unique, you need to review your specific investment objectives, risk tolerance and liquidity needs with your financial professional(s) before a suitable investment strategy can be selected. Because K.W. Chambers & Co. does not provide tax or legal advice, individuals need to consult with their own tax and legal advisors before taking any action that may have tax or legal consequences.