At Spaugh Dameron Tenny, we take our role of helping our clients grow and protect their wealth seriously. We believe that a disciplined approach is essential to helping our clients be successful. The purpose of this Investment Philosophy Overview is to identify the criteria by which investment strategies and managers will be considered for client portfolios.
We believe diversification is one of the basic building blocks of a sound portfolio. As a risk management technique, portfolios employing proper diversification should significantly reduce the investor's risk of having an inappropriate concentration in the worst-performing segments of the market. In addition, proper diversification increases the probability of achieving necessary long-term growth of assets.
We seek to utilize experienced money managers with a proven historical track record. We believe that an investment manager’s risk-adjusted results across different market cycles are a more accurate metric than a manager’s short-term performance.
Investment returns are unpredictable, but fees are predictable. Therefore, we seek to identify investment solutions that offer a high-value methodology at a competitive fee structure for our clients.
We seek good stewards of money that align the interests of money managers and our investors. We believe in investment managers who offer transparency of their products, employ qualified people, follow a standardized process, and maintain ownership in their own strategies.
We understand human behavior and the bias toward believing complex solutions are more likely to work than simple solutions. We believe in historical evidence over sensational headlines and the importance of avoiding shiny objects. Clients are usually best served when they can understand what they own, why they own it, and knowing there is a sufficient market demand to exit a strategy if necessary.
Our team of financial planners and dedicated concierge team is prepared to help you every step of the way. Spaugh Dameron Tenny helps physicians and dentists in Charlotte, NC, and across the United States with comprehensive financial planning services. For over 50 years, we’ve helped our clients and their families achieve their financial and lifestyle goals. Please get in touch with us if you have any questions about our investment philosophy or services.
Asset allocation does not guarantee a profit against loss in declining marketing. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio or that diversification among assets classes will reduce risk.
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Shane Tenny is the managing partner of Spaugh Dameron Tenny. Along with hosting the Prosperous Doc® podcast, Shane has a true passion for behavioral finance, helping clients and audiences understand how to develop successful strategies based on their unique temperaments. An accomplished and highly engaging speaker, Shane is regularly interviewed for television and podcasts, is actively involved in the Financial Planning Association®, and contributes to industry advisory boards.
