Investment Philosophy

Our investment philosophy is based on a few principles that we expect to comply with throughout the years whether the markets rise or fall. Our core portfolio will be constructed by ETFs (exchange traded funds).

An exchange-traded fund (ETF) is an investment fund traded on stock exchanges, much like stocks. An ETF holds assets such as stocks, commodities, or bonds and trades close to its net asset value over the course of the trading day. Most ETFs track an index, such as the S&P 500, FTSE 100 or Nikkei 225. ETFs may be attractive as investments because of their low costs, tax efficiency, and stock-like features. At Addvision Wealth Management our interests are aligned with our clients. Our investment decisions will be driven by common sense, simplicity and cost efficiency

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Investment must be rational;
if you can't understand it, don't do it". Warren Buffet