Investment Philosophy
Morris Financial Concepts’ investment philosophy is academically structured and disciplined. We strive for long-term results rather than short-term gains. We adhere to three academic principles to guide our investment strategy: a passive approach, low-cost portfolios, and systematic diversification and rebalancing.
We monitor and observe news cycles and current events, but we try not to react to them quickly in our investing approach. Unless there are personal goals or extreme life changes, a vetted long-term discipline remains prudent. With the use of academically tested theories we hold fast to our principles, not allowing short-term volatility to deter us from our objective for long-term results.
CFP® certification is a voluntary certification granted in the United States by Certified Financial Planner Board of Standards, Inc. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Individuals who become certified are required to complete continuing education.