Strategic clarity, discipline and prudent principles of investing

Our practice isn’t flashy, and neither is our investment advice. That’s fine with us – we’d rather be known for the reputation of team stability, steadfastness, prudence and service that this practice’s founder, Bob Gates, created, and that his son, Doug Gates, has maintained. In all these years, this close, small team has remained focused on the most important thing: our clients.

Our goal is to help make our clients lives easier, to free them of the burdens and complexities of managing their wealth so they can pursue their greater goals and passions, have confidence in their futures and spend more time with their families. We take this role seriously, because if it were our families, we’d want someone to take the time to make sure their needs were met, and the work done right.

In this day and age, when a multitude of investment choices and opinions are literally just a click away, our primary goal is to make sure you do not lose sight of why you are investing in the first place. While we incorporate the latest techniques and technologies into our practice, it is important to remember that many of these are important tools to be leveraged – they are not, however, a substitute for the sound, time-tested investment management practices we apply:

• Keep your objectives in sight and stay mindful of your risk tolerance
• Structure your portfolio for your needs and goals, not someone else’s
• Maintain reasonable and realistic expectations
• Do not chase fads – last year’s best performing investment is last year’s best performing investment
• Valuation matters
• Investing expenses matter and should be carefully controlled, but you don't get something for nothing

There is no assurance any investment strategy will be successful. Investing involves risk including the possible loss of capital.