| 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
|
