Our Investment Strategy
"Investing is purchasing assets with the idea that the assets will provide
income in the future or appreciate and be sold at a higher price [in the future]".
In other words
Investing requires making predictions about the future
"All predictions are risky, especially those about the future about."
-- Yogi Berra
As the quotations above say, investing involves making predictions about the future.
Unfortunately, NO ONE can reliably
predict the future. That is why we base our investment advice on principle that
every investment should have a "Margin of Safety".
Value Investing is the name given to the investment strategy that makes having
a "Margin of Safety" central to investment decisions.
Value Investing, which has been made famous by the world's most successful investor,
by itself produces higher returns with reduced risk. Investment advice
based on Value Investing achieves superior results because it focuses
on buying investments
at a price that is low enough that you can get a good return no matter
what the market does. See our
Why Value Investing Works page for more about Value Investing in general
and how it is practiced here at Princeton Value Advisors.
Investing Money Successfully
At Princeton Value we invest money in ways that goes beyond standard Value
Investing. These changes reduce risk and increase returns.
- We invest money around the world.
First, this reduces risk because our investment results are
not dependent on what happens in a single country.
Second, this improves returns because very few
companies are good value investments. By investing around the world, not
just in the US, we have more investments to choose from -- which increases
our chances of finding the rare good one.
- In addition, most of the world's companies are small -- too small for
mutual funds and big firms with
thousands of investors and billions to invest to bother with. Yet these big firms
control most of the world's investment money. We can invest money in the
small company bargains that they have to ignore.
We are headed by David Wertz, Ph.D. who has Outstanding Investment Credentials.
Click here to learn more about him.
Our senior investment advisor has 30 year record of giving successful
- Our senior investment advisor passed the Certified Financial Planner
(CFPTM) exam. The CFP exam
is the recognized standard for certifying people as financial advisors.
- Our senior investment advisor passed all three
The CFA exams are the recognized standard for certifying people
as financial analysts and investment advisors.
-- only 1 in 10 who take the first CFA exam
succeed in passing the third one.
- We are Fee Only investment advisors. We take no commissions on the products that we
recommend. This makes us objective partners in your success.
Let's Get Started Planning Your Financial SuccessNo question is too small."
Your initial consultation is free and without obligation.
Click Here to have Dr. Wertz contact you.
or Call (856) 581-9075