CONNECT

Address:

4435 Old Post Road
Charlestown, RI 02813

Phone:

401-364-5000

Fax/Other:

401-364-5003

Investment Philosophy

We work very hard to do our best for our clients.

We are not a marketer of financial products. Rather, we have chosen to try to seek out suitable and attractive investments for our clients. We do this by performing much of our own investment analysis.

For over 40 years, the McGuire Wealth Management has served their clients to the best of their ability using experience, tools, and talents developed over many investment cycles. Technical and Fundamental analysis, market sentiment analysis, and quantitative analysis are some of the tools employed to invest to the best of our ability.

We have four rules of investing:

  1. Buy investments when they represent value
  2. Diversify the portfolio to help spread risk
  3. Hold for the long-term – usually 3,5,7 or more years
  4. Do not focus on the short-term

In sum, our investment goal is simple and direct - we will do our best for you.

More about our Investment Philosophy

  1. Investment Philosophy Deep Dive

  2. Investment Philosophy Statement

Diversification does not ensure a profit or protect against a loss in a down market.