| 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.
The video below provides
an excellent overview of Sweetwater Investments
and our general views of the investment world. We
discuss some of our opinions on the markets, what
investors need to do when faced with conditions less
ebullient than those dominant in the bull market, our
concepts of risk and reward and our general philosophy
of investments.
The Entrepreneurs and Innovators
shows is produced by the Seattle public broadcasting
stations to provide viewers a way to become familiar
with companies and people who are approaching the
challenges of business in interesting ways.
The show is about 57 minutes long
and provides an If you would
like a copy of the show, please email us at dennis@sweetwaterinv.com
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