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Integrated Financial Planning
and Investment Management

Our Ten Principles


Based on our investment experience we developed FAI’s 10 Investment Principles to guide us in investing your savings:

  1. Know What You Own and Own What You Know
  2. The Only Sure Thing in Investing Is Diversification
  3. No Disciplined Investment Strategy Works 100% Of the Time
  4. Market Valuations Alone Should Not Drive Investment Decisions
  5. Investors Should Understand the Difference Between Long-Term Investing and Short-Term Trading
  6. Market Timing Is Impossible
  7. Investing Should Not Be Emotional
  8. A Great Company Does Not Always Make A Great Investment
  9. Be Wary of Media Investment Commentary
  10. A Diversified Portfolio Will Always Contain Winners AND Losers



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