At Coordinated Wealth Management, we believe that financial markets are efficient and this is the underlying philosophy that drives the management of your investment portfolios. We believe stock prices incorporate all known information and competition quickly drives prices to fair value. Therefore, we do not recommend strategies that involve any variations of stock picking, market timing or reliance on past performance of an investment.
Our investment philosophy is driven by decades of research and rigorous testing. We believe the market drives returns, and portfolio structure and implementation determine performance. Our goal is to provide clients with a successful investment experience, which we believe is achieved through taking advantage of the way markets are right while keeping transaction costs, fees and taxes low. Many believe superior performance comes from identifying “mispriced” securities or the ability to accurately predict economic and market conditions. Historical data proves doing so consistently net of transaction costs, fees and taxes is very difficult.