Investment Philosophy

5 Principles that Elementus Wealth Management’s investment philosophy is built upon:

Long-term View

“It only takes two things to succeed as an investor: first, having a reasonable plan; and second, sticking to it.” Warren Buffett

Tax Efficiency

Keep more money in your pocket instead of paying taxes to the government

Reduce Volatility

Plan to reduce volatility while achieving the same net rate of return

Portfolio Diversification

Don’t put all your eggs in one basket; don’t put all your baskets in one truck

Income Producing Investments

It only makes sense to have assets that pay you to own them and provide liquidity