The Robert Leon Financial Group Investment Philosophy

We manage clients' wealth with care and diligence over the long term. We listen and learn from our clients about their unique situations and financial aspirations (family, corporate, foundations) and then design portfolios to achieve the purpose revealed to us in our client meetings.

One of our primary goals is to help clients deal with fear. We believe all investors at one time or another can fall victim to emotional bias, which can destroy capital returns. Therefore, we adhere to our discipline which is aligned to the long-term goals of our clients.

We believe in strategically diversifying across many kinds of assets over time (private businesses, stocks, bonds, cash, real estate, etc.). We believe our methodology of investing in different styles, geographies and asset classes over the long term lowers the chance of losing capital.

We conduct extensive research and due diligence using internal and external resources to select asset classes and investment managers. Then we identify the most appropriate investments and how much to allocate to each in a portfolio. Lastly, we monitor and manage portfolios for our clients to ensure they are aligned to client goals and help reduce the risks thrown at us by the markets.