as a common value
At D.K. Brede Investment Management, all of the qualities that reflect what's unique about you—your past experience as an investor, your timeline, future plans, assets, and risk tolerance—underscore the core difference in our philosophy and approach. We believe in formulating an investment strategy that's appropriate for you alone, and we work to deliver on that promise based on these fundamental principles:
- Knowing you and your goals
Not every great investment is a great investment for everyone. We work to know you better from the very first time we meet. Then, we work just as hard to formulate the best strategy to help you achieve your goals.
- Crafting investment strategies uniquely suited to your life
In contrast to other investment professionals who recommend model portfolios for all their clients, every investment strategy we create is designed—like a custom-fitted suit—to reflect your individual needs alone. Through continuous monitoring, we're able to anticipate and adjust any aspects of this strategy as the circumstances of your life change.
- Maintaining objectivity and independence
Every recommendation we make is based solely upon our expertise, best judgment, and extensive independent research. We're never subject to outside pressures in the form of hidden sales quotas that might influence either the goals we established for you or the ways we advise you to pursue them.
This commitment to independence is also why we chose to affiliate with Commonwealth Financial Network®, a leading Registered Investment Adviser–broker/dealer. Commonwealth does not produce or market any proprietary investment products, and it provides our firm with the same level of personalized service and support we're committed to giving you, thus helping us to serve you better.
- Caring for clients as we, ourselves, would want to be cared for
We've built D.K. Brede Investment Management to be the kind of place we'd want to do business with. Clients are treated as people and not account balances. Our staff is friendly and down to earth—and they're very good listeners.
- Empowering you to feel confident about your decisions
We're committed to helping you both understand and feel good about the plans we establish for your future, and we're more than happy to patiently explain any aspect of a recommendation we provide. Whether you take a hands-on approach or choose to defer to our experience, we want you to be comfortable with the decisions we've made and with the future we're working toward.
- Practicing the time-tested principles of prudent financial management
At D.K. Brede Investment Management, we follow time-tested financial principles and treat your money responsibly. As your needs or the broader financial environment changes, we'll work with you to adjust your positions accordingly. We also continuously monitor your portfolio to better anticipate any need to rethink core aspects of your long-term strategy.