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How Do I Invest?

Investing your money is serious business. Tribeca Financial is committed to our role as your financial advisor. Our approach is straightforward: we listen to your concerns, understand your objectives, and then build and manage an institutional-grade investment portfolio that is customized to your circumstances.

Our methodology for investing is not speculative (stock picking or market timing) but instead is based on the science of capital markets. We use the cumulative wisdom of decades of financial research to design portfolios consisting of thousands of securities. Along with Nobel Laureates and leading academics, we believe the best way to preserve and grow your wealth is through a fully diversified portfolio, invested throughout the globe.

Tribeca investors are not high-risk investors or speculators. Their primary concern is preserving capital and allowing the value of their assets to grow, while minimizing risk and tax consequences.

The Tribeca Investment Philosophy is Based on Six Governing Principles:

Manage Risk

Risk is best managed through a portfolio of thousands of securities that is broadly diversified and passively managed. The majority of investors should have portfolios with both equities and fixed income securities.

Markets Work

Markets efficiently reward investors for supplying capital. The reward is based on the risk taken—risk and return are related. Over the long term, Wall Street research offers investors no additional value.

Customized Portfolios

One size does not fit all. Investment portfolios should be matched to an investor’s individual goals and risk tolerance based on six factors: time horizon, net worth, savings rate, risk attitude, investment knowledge and money values.

Long Term

Portfolios that incorporate equities should focus on the long term to allow for maximum appreciation and avoid the pitfalls of market timing.

Regular Consultation

Investors should always work from a written investment policy statement. Regular, in-depth consultations between advisors and clients will help advisors provide sound investment advice.

Ongoing Education

Portfolios cannot be separated from the investors who own them. Through an understanding of Tribeca’s educational materials such as The 7 Deadly Sins of Investing®, clients will avoid the common pitfalls of investing and achieve a better investment experience.