Monocot Wealth Management LLC Information

For this reason, our investment philosophy is based on a conservative approach with two primary goals:To protect the wealth our clients have worked so hard to attain. To grow our clients' assets in a conservative fashion. Our approach is designed to protect our clients' investments against big market drops. We do this to avoid negative compounding-a situation that can quickly become hard to recover from. For instance, if a portfolio loses 50 percent of its value in one year, it's not good enough to recover 50 percent the next year; that leaves the portfolio with only 75 percent of its original value. Instead, it must recover 100 percent of its original value-which is quite difficult to accomplish. While our general approach to investing is conservative, we do offer portfolios and products that provide additional capital appreciation for clients who are willing to take on more risk. Our operating philosophy is intrinsically linked to our investment process, which begins with our wealth simulation model. Walking with our clients through the wealth simulation helps us pinpoint their specific needs and goals. Standing Apart From the Crowd