What is the key to successful investing? We think it’s the ability to maintain perspective. Elliott & Associates maintains perspective through focus, patience, and discipline.

Our client-focused approach provides us clearly defined financial goals. The long-term nature of investing demands patience. Our fundamental analysis and discipline drive positive long-term performance. Client focus, patience, and discipline come together to deliver a successful investment strategy.

Patience

A long-term perspective is essential to successful investing. Markets oscillate in the short run. Weekly or monthly fluctuations can occur for any number of reasons and are extremely difficult to predict. When a long-term view is taken, investment performance is less random. Stocks and bonds have always provided positive investment returns over ten-year periods. Rather than guessing what may happen next week or next month, our investments decisions reflect our long-term perspective. To us, that’s the difference between investing and speculating.

Discipline

A long-term focus requires a great deal of patience and discipline. We purchase investments that capitalize on long-term trends. These trends may take 3-10 years to be fully realized. Our approach demands that we resist short-term distractions. However, we do not simply buy and hold. Instead, our investment committee meets regularly to evaluate new ideas and continuously re-assess current holdings. If specific criteria are not met, or more attractive alternatives emerge, investments are sold.

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