Investment Discipline

Waterford Capital’s foundation is the belief that our client’s investment portfolios must adhere to established risk parameters for success.

Our discipline revolves around the reduction of risk in so much as it doesn’t forfeit portfolio returns.  Clients must be able to quantify the risk they are taking in order to evaluate their strategy(ies).  Too many investors focus simply on returns.  By allocating capital to non-correlated assets, we dampen portfolio volatitily and create a more consistent return stream.  We believe that owning individual stocks is too risky, therefore, we use ETFs for specific asset class exposure.