We believe that if you want to be a good investor, you should study good investors and do what they do. We have constructed LifeGuide InSight Portfolios by implementing principles that have been practiced by successful investors and have produced results over extended periods of time. These principles were developed through careful observation and interpretation of the behavior of financial markets, investment vehicles, investor behavior, and the world in general. They reflect the transcendent teachings written thousands of years ago in the New Testament and Ecclesiastes, Chapter 11.
Our investment portfolios seek to utilize the lowest cost mutual fund and ETF share classes available to us. We review client portfolios at least weekly and employ a dynamic rebalancing process.
We believe in systematically investing over a long period of time using a principled investment strategy. We believe that every account should have a defined objective and be invested according to its intended purpose.