First Down Financial is a fee only RIA. It's important that you understand the investment philosophy of your wealth advisor and that you agree with it. If you don't, it could be very hard to stay the course in terms of market volatility and we've certainly seen a lot of that lately.
Our investment philosophy is based on decades of academically validated Nobel Prize winning research. We don't use crystal balls, black boxes, or hot tips to structure portfolio's, we use capital markets science. We believe there are dimensions of investment returns that can be captured by maintaining a broadly diversified portfolio over multiple asset classes. The difference between FDF and other IA's though is in the active hedging we employ to mitigate downs
Partial Data by Infogroup (c) 2024. All rights reserved.