Investment Philosophy

At Asset Advisors, we believe that slow and steady wins the race. Rather than monitoring performance in short-term successes, we remain steadfast in the knowledge that the greatest rewards come with a clear sense of direction and a look toward the future. Asset Advisors brings a long-term view to your investments so they’ll be around for generations to come.

And that’s why the sea turtle embodies our investment approach.

Like humans, sea turtles can live for almost a century. That’s plenty of time to travel great distances, raise a family, have a little adventure and maybe even gain a bit of wisdom along the way.

To live that long, sea turtles must become strong swimmers and excellent divers in order to adapt to sea life and withstand the pressures of the ocean. In much the same way, our advisors have years of experience and education in our industry. We have developed the tools, skills and insights needed to stand the test of time and the frequent fluctuations of the market. Asset Advisors isn’t scared to take the solitary route in order to increase portfolio longevity, stability and strength.

Similarly, just as one turtle cannot fit into another turtle’s shell, we know that our clients live uniquely individual lives, and have varying interests, passions and goals. Instead of placing you into a category, we promise to get to know you—your goals, your dreams and your future—in order to tailor an investment portfolio specifically to your needs. So whether you want to save for retirement, buy that second home or ensure financial stability for your children and grandchildren, we promise to work with you to make your dream a reality.

Finally, unlike other turtles, sea turtles cannot retract their head and legs into their shells. And we believe that’s a good thing since we are not afraid of our surroundings. When the going gets tough, we won’t tuck our heads and run. Instead, we promise to weather the ebb and flow of the market with you. In fact, we’ll be the hard shell that protects you from the elements. We’ll use our conservative investment approach to protect your assets so that you’re free to enjoy the life you choose to lead.