Prudence and discipline to suit all your financial needs
Among the guidance Hy Scheff provided his clients over his long career, “protect the principal” was one of his most important mandates. It was the idea that drove his belief in prudence, a disciplined process, and decisions made in concert with his clients’ lives and goals.
This remains the root of our investment philosophy today. We use rigorous tools and analysis to vet investments and thoroughly consider our clients’ lives, time horizons and risk tolerances in our recommendations. Rather than chase exciting market fads, our process is intended to honor the value of our clients’ principal contribution and the goals they are entrusting with our guidance.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
