We believe in an Investment Philosophy made up of diversification, historical performance, corporate governance, and simplicity.
JORDAN BILODEAU: Hello, I'm Jordan Bilodeau, the Research and Planning Analyst at Spaugh Dameron Tenny.
DAVID BELINKIE: And I'm David Belinkie, one of the financial planners at Spaugh Dameron Tenny, where we focus on a comprehensive approach to helping our clients achieve their financial goals.
JORDAN BILODEAU: Whether you're starting to accumulate wealth or nearing the end of your career and hoping to secure an income during retirement, our team of professionals will develop and help execute an appropriate plan. Our consultative approach is based upon five tenants. These tenants guide our investment philosophy.
DAVID BELINKIE: First, we believe in diversification. This is a basic building block of a sound portfolio, providing risk management and increasing the probability of achieving necessary long-term growth of assets. Next, this historical performance which allows us to properly learn about a money manager's performance. We believe this sheds light on how well a money manager performs across a variety of market cycles.
JORDAN BILODEAU: We also evaluate money managers and investment solutions based on their fee structure in an effort to ensure you are keeping more of your money. Corporate Governance. These managers are also reviewed for their transparency, qualifications, process, and aligned interest. Lastly, we value simplicity. We believe that sensation and shiny objects are no way to invest for the future, and complicated investments only reduce transparency. Clients should know and understand what they own.
DAVID BELINKIE: If you're interested in learning more about how to start investing for success, please give us a call. We look forward to hearing from you.
For over 50 years, Spaugh Dameron Tenny has provided comprehensive financial planning for physicians and dentists across the U.S. In addition to providing personalized advice, we walk our clients through their options to help maximize finances and maintain financial security.
Securities, investment advisory and financial planning services offered through qualified Registered Representatives of MML Investors Services, LLC. Member SIPC. Supervisory office: 4350 Congress Street, Suite 300, Charlotte, NC 28209, (704) 557-9600. Spaugh Dameron Tenny is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.→ Check the background of your financial professional on FINRA'S Broker check