Our Process
Our goal is to be a trusted advisor and partner to our clients, offering personalized and customized wealth plans
Our Five Step Process
Introductory Meeting
Establishing the fit & framework
Discovery Meeting
Let’s review the strategy
Our assessment and recommendations
Putting it all together
Execute the Strategy
Keeping with the discipline
Monitor and Review
How we define risk
At S. Vaughn Wealth Management, HollisWealth® we believe that we have a unique view and attitude towards investing in the stock market and how we define risk. We follow a number of investment principles that were initially developed by well-known investors and securities analysts ‘, Benjamin Graham and David Dodd, and more recently followed by legendary investor Warren Buffett. We view investing in common stocks as owning a fractional interest in a business, as opposed to a piece of paper that bounces around on a computer screen each day. We believe that the best way to create wealth through the stock market is by purchasing a ‘share’ of a diversified portfolio of businesses and holding them to allow them to compound their value over the long-term. Our preference for ‘value-oriented’ investing ensures that we own a diversified portfolio of businesses at reasonable fundamental valuations. In areas of the capital markets that are beyond our expertise, we hire active managers or use passively managed structures that follow a similar discipline. With this view in mind, we believe that short term market fluctuations should be used to the investors advantage as opposed to their detriment. Although experiencing a drawdown on your hard earned funds can be difficult and is not to be minimized, we view it as an opportunity for the long-term investor to add to their positions on more favourable terms. We hold a long-term view when investing in the capital markets and constructing a diversified investment portfolio.
We view risk as the probability of experiencing a permanent loss of capital over a holding period. Investment theory often defines risk as the rate at which an asset class or security moves around in the short term. Investment terms such as standard deviation and beta are often used to quantify the volatility of a fund or individual stock. Although we monitor these figures closely in our investment plans, we work hard to avoid a permanent impairment of capital when it is being invested in a long term plan.