Investment Philosophy

investment philosophyThe investment philosophy of William Jordan Investments is simple and straightforward. What is your most important investment priority: protecting your wealth or chasing the best possible returns?  Is it more important for you to achieve the highest possible gain in a good year, or to protect from losing money in a bad year?

The clients of William Jordan Investments realize the key to long term investment success is protecting your wealth in the bad years.  As a firm, we shy away from the types of speculative investments which are the hallmark of so many Wall Street firms and instead focus on the safety and protection of principal first. That is our investment philosophy. Only then, can we be able to achieve the best possible rates of return.