Our Investment Philosophy
At Danielson Group Wealth Management, we take the most scientifically rigorous approach to investing your assets. Our portfolios are constructed using Nobel Prize-winning research, incorporate portfolio engineering, and use modern technology to reduce risk, taxes, and fees.
Our approach is based on a belief in markets. Rather than attempting to predict the future or outguess others, we draw information about expected returns from the market itself—leveraging the collective knowledge of its millions of buyers and sellers as they set stock prices.
To put it simply, a successful investment experience is about time in the market rather than “timing” the market.
Capital Markets Have Rewarded Long-Term Investors
Growth of $1 CAD, Jan. 1985–Dec. 2020
For the investor who seeks to hold a portfolio that reflects their commitment to sustainability, one key consideration is whether they can adopt a sustainability focus and still have a good investment experience. For instance, is it possible to reduce a portfolio’s greenhouse gas emissions exposure while maintaining diversification and a focus on higher expected returns? The answer is yes.
By starting with a time-tested, systematic investment approach, we can build diversified, cost-effective sustainability strategies that pursue higher expected returns while thoughtfully integrating the environmental criteria that matter most to you.
A Unique Approach
From day one, you’ll realize that working with us is very different from
what you have ever experienced.
At Danielson Group Wealth Management, our first priority is to carefully listen to you and your family. Our discovery process is far more than just learning about the numbers. We take the time to understand your unique situation, your opportunities, your challenges and your hopes and dreams for the future
The value we bring you goes well beyond choosing and managing the right investments. We delve into every aspect of your financial picture from insurance, to wills, taxes, business strategy and more. We study your overall financial plan for issues and opportunities then help you discover more ways to make the most of your money and your life.
Become an Informed Investor:
Sign up to receive timely market commentaries, team updates and educational
pieces. Please enter in your name and email below.
By providing your email address, you provide us with your express consent to send you commercial electronic messages related to finances and/or investments that may be of interest to you.
Should you wish to discontinue receiving emails of this nature, you may contact us to withdraw your consent at any time.
Your personal information will not be distributed, sold, or traded – it will remain strictly confidential and will only be used for the purpose for which it was provided.
For more information on Assante’s commitment to privacy and responsible use of information, please visit www.assante.com/privacy-policy.