Our Investment philosophy

No one cares more about your money, than you. We will earn the right to be second.

After we get to know your goals and risk tolerance, we take an active approach to your investments. What does active mean? Well, in this scenario it means we actively pay attention to client accounts which can range from weekly, monthly, or quarterly maintenance. Often times, advisors put their clients in a cookie cutter 70/30 portfolio and don’t think about it till 30 minutes before the annual client meeting- All while getting just over 1% in Fees!(average AUM fee in 2020 according to investopedia.com).

77 doesn’t work that way. Our philosophy is simple:

Actively manage clients accounts to further client goals, Keep clients up to date on changes, and be available.

“We provide value to clients, not products to customers.

And we look forward to you becoming our next client.

”
— James A. Walters, Investment Executive
 

Mission statement

  1. Our company invests retirement and personal assets to further clients financial goals.

  2. We believe in simplicity and integrity. Investing doesn’t have to be difficult, 99% of people can do it, but only few will.

  3. We serve clients of all types- the millionaire business owner, and the 20 something just starting out. The one thing that our clients have in common- they would rather trust their assets with a professional they believe in. As stated in #2; most people can manage their own investments, but some don’t want to, and some never will- 77 is here to do it for you.

  4. We exist to provide value in investment management. There is a famous quote:
    “ Price is what you pay, Value is what you get.” And we exist to provide value to our clients.

  5. Clients can expect hard work, integrity, and availability. We aren’t a 1-800 number (even when we have one, we won’t operate like one). We are real people with a real passion, who really look forward to working every day. Allow us to work for you.