Understanding the Fee-Only, Fiduciary Advisor Model

Managing uncertainty and keeping emotions out of investing is easier said than done, but a common sense investment philosophy can help.

There is nothing more maddening than watching things climb in price that we do not own. Investing is most dangerous when it looks easiest.

Our mission is to simplify things and make sure that whatever cost you incur provides some sort of return either financially, or mentally.

Market fluctuations are uncomfortable. With this in mind, it may be instructive to review a few key components of our investment principles.

Discussing diversification in the long shadow of a moderating term like “carefully” may seem anathema to certain investment fanatics.

By designing repeatable processes, controlling our emotions, and putting the wind of time to the back of our sails, we maximize potential.

Adequate liquidity is both an investment function and a financial planning function and is a key differentiator in how Basepoint works.

Risk: a four-letter word that many people avoid discussing in polite company.

We always attempt to purchase securities with a margin of safety, and we utilize fund managers who do the same.

In our estimation, avoiding mistakes is much more important to success than outguessing the competition regarding short-term price changes.