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Our Philosophy

Goal-Based Investing

Our firm focuses on goal-based investing, measuring performance by the success of your investments in meeting your personal and lifestyle goals.  Whether your goal is preparing for retirement, saving for college, or managing your estate, our focus is on your financial goals and objectives. At Giles McPhail Wealth Management, we believe the only sure way to financial freedom is to have a plan and to follow it.  As the late Yogi Berra once said, ""You’ve got to be very careful if you don’t know where you are going, because you might not get there."

WealthVision

We use a retirement planning tool called WealthVision to help our clients identify their goals, implement a strategy to reach those goals, and monitor their progress to ensure they don't get off track. Our planning process is comprehensive, customized to your objectives, and capable of addressing a wide range of financial circumstances and concerns. We partner with you to pull all your finances together and organize them in one centralized location to better position you to pursue your financial goals and aspirations.  For an overview of WealthVision, check out the video below.


Investment Philosophy

Our investment philosophy changes the focus from chasing market returns compared to a benchmark, to a total return solution based on managing risk/reward outcomes. We cannot control returns, but we can control the risks we undertake. We believe prudent investing begins with risk management and we seek to manage risk by: (1) customizing your asset allocation to your goals; (2) using alternative strategies to reduce downside risks; and (3) constructing properly diversified portfolios to reduce correlation and non-systematic risk.