Our Philosophy

Water Droplet

Our investment philosophy is based upon our belief in the following principles:

  1. Markets are efficient- New information is incorporated into stock prices so quickly, it is extremely difficult to profit from market price fluctuations
  2. Risk and expected return are related-riskier assets provide higher expected returns as compensation for the greater risk
  3. Diversification is the key- incorporating higher-risk, low-correlating assets into a portfolio can reduce volatility and increase expected rates of return

We evaluate each client’s unique situation with the goal of developing and implementing a passively managed diversified portfolio designed to meet each client’s individual objectives.

 
 

More Information

Contact Us



Heartland Wealth Advisors, L.L.C.
7015 College Boulevard, Suite 750
Overland Park, KS 66211
phone: 913.469.8228
fax: 913.469.8219
 
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