Active Management at IVA: A Focus on Clients’ True Investment Goals

July 25, 2017

The passive vs active debate in the investment world will likely be a never ending discussion. DFSC believes there are merits to both arguments of each respective side. Our investment philosophy balances the strengths of both methodologies in hopes of meeting client financial planning objectives. The active managers we utilize, such as IVA, are tasked with growing capital while prudently managing our downside risks on a near term basis. We hope you find their perspective helpful in understanding how they view their respective role in our portfolios.

Click here to read IVA’s perspective.

Enjoy your Summer,

David W. Demming CFP®
David W. Demming Jr. CFP®
Karen Bordonaro CFP®
Patrick Justice CFP®