Should you be working with us? Maybe. Joseph Graves Capital Management is an investment firm serving people who know there is more to life than just accumulating assets. If you’re looking for the typical financial planner type, with suits, ties, and dark wood on the walls, this isn’t the place for you.
Part art, part science, my investment process is based on fundamental analysis, mixed with a healthy dose of skepticism, and sprinkled with an awareness of the unknown. It’s ok to hope for the best, but that should always be paired with planning for the worst.
From regulation to relationships, there are many variables that factor into investment decisions. I work with an independent broker/ dealer to avoid the inherent conflict of interest that comes with the ginormous financial companies.
Strategies come and go, but a sound philosophy is timeless. By accepting an absence of certainty and understanding the potential influence of unknown events I can adapt to changing economic conditions without having to hit the reset button.