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Address:

33852 Montanas Del Mar
San Juan Capistrano, CA 92675

Phone:

949-218-0061

Investment Approach

Robinson Wealth Advisors, like many successful investment advisory firms, follows a core investment philosophy. These fundamental principles guide the investment decisions we help our clients make.

  • Investments are used to pursue long-term goals, while savings are used for short-term goals.
  • Asset allocation, with a diversification among stock, bond and other markets, help minimize risk.
  • Investors should know how their investments fit into their portfolios and why they own particular assets.
  • Minimizing investment cost is crucial for long-term success.
  • An investor's primary decisions involve choosing a mix of assets to be held in a portfolio, not the selection of individual investments.
  • Risk is multi-dimensional. Investors should weigh "shortfall risk" - the possibility that a portfolio may not meet long-term financial goals - against "market risk," - the reality that returns may fluctuate.
  • Market-timing and performance-chasing are not part of a winning strategy.
  • Future long-term returns are expected to be very similar to historical returns for various asset classes and subclasses.

Asset allocation does not ensure a profit or protect against a loss.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck