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Investments
Vision
without action is a daydream. Action without vision is a
nightmare. Japanese
Proverb
Golden Gate
Advisors, Inc.tm
investment management is
centered on two main areas: Portfolio Risk Management
and Dynamic Asset Allocation with a Value Based Investment criteria.
Our goals are to increase net worth, plan for a
secure retirement, provide investments that fight inflation while simplifying the investment process.
Our specialties are hard asset investment (real estate and commodities) and asset protection. Where requested, we can emphasize
Socially Responsible and
Faith-Based Investing
criteria.
For Example: Our Basic
Investment Rules:
CUT LOSSES: Always strive to
cut your losses. Don't try to turn a bad trade into an investment. If an investment
declines more than 8 to 10%, sell.
SELL WITH CHANGE: If you buy
a investment for fundamental reasons and the fundamentals change, sell. Or as they
say in Texas: "If the horse dies, get off".
AVOID LEVERAGE: Never
use borrowed money to attempt to turn a mediocre investment into a winner. Use
leverage to make a great investment even better but provide a margin for error.
Wealth Planning | Asset Management | Business Planning | Real Estate | Contact Golden Gate Advisors
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