Integrated Advice

TM

Our advice integrates academic, behavioral and biblical financial principals.

Academic Finance

  • Based on Nobel prize winning academic research of investment and economic models.

  • This provides a better understanding of how markets should work under perfect conditions.

 
Behavioral Finance
  • Based on Nobel prize winning research on real-world observations of market and human behavior.

  • Provides a better understanding of the shortcomings of the academic approach and attempts to improve outcomes by modifying secular behavior.

Biblical Finance
  • Based on financial principals taught in the Bible. The Bible contains over 2,300 verses on wealth and wealth management.

  • We believe a biblical perspective bridges the gap between academic and behavioral finance and provides the opportunity to achieve what is most important.

Investment Management 

Our Investment Management includes but is not limited to:

  • An investment strategy designed to dovetail with your custom financial plan

  • Ongoing portfolio management

  • Portfolio Optimization

  • Risk Monitoring

  • Re-balancing

  • Tax efficiency strategies

  • Performance Attribution

  • Due Diligence

  • Ongoing academic and biblically based investment education and advice.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

© 2023 by Waterside Wealth Advisors