Our Firm

When investors get beat up in the markets, it's not without some envy that they should look at the strong performance of the investment portfolios of the Ivy League universities. From 2001 through 2010-a period known as the lost decade-the average annual return of the S&P 500, by some measures, was only about 1.7%. But while the S&P 500 languished, some Ivy League universities acheived annual returns greater than 4 times that of the S&P 500.

The methods used to achieve those returns are distinctly different than those by many professional investors. You probably don't think for a minute that you could mimic the methods used by the Ivy League universities. After all, these professionals have access to many types of investments that aren't available to individuals, right? Not exactly. The methods may make sense for you to consider because they account for long-term changes in the rewards of different asset types relative to the risks they pose.

At Standley Financial Group, we specialize in endowment style investments. We firmly beleive in the acronym M.I.N.D. Meaning, "Multiplication Is Not Diversification". We see to many portfolios that have a high degree of concentration risk. That's when a portfolio has too many of the same types of assets that act the same way in the down markets. Put another way they're too highly correlated.

You should contact us today to see if this approach is right for you. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information with our approach.