Kevin Stone

Background

About Kevin Stone

We manage investment accounts for individuals, businesses, and trusts. Several aspects of our investing approach set us apart from the great majority of the financial industry. Most importantly, we believe that valuations are a crucial input to the investing process, and we stay patiently focused at all times on long-term outcomes. Our process also emphasizes cost efficiency and making sure that investors’ portfolios remain in line with their goals and risk-taking psychology. Value-focused Our investment approach draws on well-established principals of value investing: that markets are frequently — and sometimes significantly — mispriced, and that investors are well served to ignore the crowd and to remain patiently focused on valuations. We place our clients in a diversified basket of investments that are reasonably valued or undervalued, actively adjusting the type and amount of exposure based on valuations, and always staying focused on long-term outcomes. We believe a diversified, value-based approach gives investors the best chance at good long-term returns, while also significantly reducing the risk of the portfolio disasters that often result from investing in highly overpriced markets. Specialties: Helping people in the following areas: Budget & Debt Management Comprehensive Financial Planning Asset Allocation Estate Planning Investment Management Employee Benefits Retirement Stocks & Bonds Sudden Wealth