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.

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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