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Investment Philosophy and Approach

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At Glenmore Financial, Inc. we design and implement a structured, low cost investment strategy for every client. The approach is often described as “asset class investing”.

This investment strategy is based on an academic approach that follows the research of several Nobel laureates in economics and is rooted in the concepts of Modern Portfolio Theory.

At Glenmore Financial, we believe that there are a few important things you can control with your investments, and there are many things you cannot control. You can control the amount of risk you take (i.e. the percentage of your portfolio is in equities versus fixed income), you can control your costs (limiting your transaction costs and fees paid for fund management), you can control the level of diversification of your portfolio, and you can manage the on-going risk of your portfolio with periodic re-balancing the portfolio to your established level of risk. We believe it is very important that your risk level and asset allocation is detailed in a written investment policy statement customized to your goals, objectives, risk tolerance and time frame.

What you cannot control is timing the market by predicting when to get into the market and when to get out, hoping to capitalize those times the market is going up and avoiding the market selloffs. Selection of individual securities also cannot be relied upon to produce consistent market-beating results. Most mutual fund and investment advisors try to do better than the market, but their long term track record shows the majority fail to beat their benchmark averages on a consistent basis, and the small number that do beat the averages are impossible to predict beforehand.

Our goal as an investment advisor is to help provide the structure for your investment portfolio and then the ongoing discipline to maintain that structure – through good times and bad. We believe in the long term growth of the U.S. and world economies and that a low-cost, diversified, buy-and-hold approach helps you capture the long term returns offered by the capital markets.

Get in Contact:

339 Swarthmore Ave
Pacific Palisades, CA 90272
Phone: (310) 454-3202
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Contact Glenmore Financial, Inc.

339 Swarthmore Ave.
Pacific Palisades, CA 90272
Phone: (310) 454-3202
© 2025 Glenmore Financial, Inc. All rights reserved.