COMPANY
FINANCIAL PLANNING
You may have already addressed several pieces of your financial plan. However, chances are each of these was developed independently and at different stages of life. Effective financial planning is coordinated so that each piece not only serves its purpose but also enhances the other facets of the plan. We work with you to ensure that each of the topics below is addressed and integrated into your plan. Hover over an icon to learn more.
INVESTMENT MANAGEMENT
Investment Philosophy
The overarching investment philosophy that drives portfolio management decisions at Rovin Capital comes down to three basic principles:
1) Slow and steady wins the race – one of our long-standing investment mantras is “the market is a wonderful tool to enhance wealth, but should not be the preferred tool to create wealth.” Having a seasoned partner by your side that can take a more objective view can be very helpful – especially in maintaining a long-term perspective. Einstein said that compounding interest was the eighth wonder of the world, but just as it took years to build the great pyramids of Egypt, the same holds true with most successful investment strategies.
2) Keep the approach simple – while today’s markets are far more complex than they used to be, this does not mean that the solutions offered to clients need to mirror this increased complexity. Our desire is that each client understands how their money is invested. If a client believes in the process then they will feel confident that their objectives and goals will be achieved. As the great da Vinci said, “Simplicity is the ultimate form of sophistication.”
3) Diversification, allocation, and costs trump all – time and time again, empirical data has shown that the greatest factors impacting portfolio performance are (i) prudent diversification, (ii) proper asset allocation, and (iii) controlling costs. These three factors are at the forefront any time we build a new relationship and accompanying investment portfolio.
Investment Strategies
TEAM
With over 70 years of combined experience in the financial industry, our team is here to partner in your peace of mind.
CONTACT
Phone:
Fax:
Physical Address:
1 N Macdonald, Ste. 201
Mesa, AZ 85201
Mailing Address:
P.O. Box 31840
Mesa, AZ 85275