Our Beliefs

1.   A good plan will control as many of the factors effecting the client’s investments as possible and substitute solid decision making criteria for emotional responses.

2.  The proper use of information is the key to success. The ability to use information wisely requires a combination of real world experience, academic learning and a philosophical filter.

3. Success depends on blending the experience of the advisor and the client and creating a feedback loop

4. The value of a relationship develops quantitatively but is measured qualitatively

5. The most important service an advisor can provide is to be constantly mindful of what is important to the client

6.  Overly dogmatic actions by either the advisor or the client will doom a relationship to failure.

  Sweetwater Investments © 2007 • Privacy PolicyTerms Of Use