“From this there has been developed the general notion that the rate of return, which the investor should aim for, is more or less proportionate to the degree of risk he is ready to run. Our view is different. The rate of return sought should be dependent, rather, on the amount of intelligent effort the investor is willing and able to bring to bear on his task.”
– Benjamin Graham, The Intelligent Investor
– Benjamin Graham, The Intelligent Investor
Our Approach
BGR Wealth Advisory Group offers a very deliberate, thoughtful approach to working with our clients to help them pursue their financial goals. The result aims to deliver a level of competence, communication, and trust worthy of our clients’ time. Our clients deserve nothing less, and we, as their financial advisors, consistently strive to provide the highest level of service possible.
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Our Philosophy
One of the most critical commitments we can make to our clients is living up to our word. If we say we’re going to do something, we do it – and strive to do it right the first time. It’s about taking pride in our work, and clients deserve this level of professionalism.
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