Investment Philosophy
Fully diversified, risk controlled portfolios constructed with reduced expenses, minimized tax exposure, and low trading costs continue to be the key to investment success.
Triton Wealth Management works to ensure your continued successes as a long-term investor. We construct portfolios uniquely to suit your tolerance for risk as we believe in strongly delineating between the practices of investing and speculating. Where other firms may claim to possess the ability to pick “winning” stocks or hot sectors of the market, we choose a measured and statistical approach. Our portfolios are engineered for a specific level of volatility, not chosen haphazardly to play hunches.
Headlines focusing on investment performance are more prevalent now then ever before, particularly, in the financial media and from those who earn commissions from frequent trading. Consistent bombardment from advertisements, investment magazines, and financial news channels can make it difficult for today’s investor to tune out the noise from the financial media and focus on the time tested strategies of disciplined investors.
We add value by accessing passively engineered funds designed to capture the returns of scientifically defined global asset classes without being restricted by predefined indexes. Since most traditional index funds available are not designed to capture these academically defined asset classes, it is very difficult for any investor to build a truly globally diversified portfolio with index funds alone.
Managing risk has a tremendous impact in the process of accumulating wealth. Lowering our client’s portfolio volatility (risk) through broad diversification is a proven method to build long-term wealth. Our methods certainly possess more historical, academic, and statistical credibility than those who attempt to score big in the random game of identifying investment winners while exposing their clients to wealth crippling risk
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