Investment Management

Planning with purpose to build portfolios that last.

We take a personal, academic approach to investing because the most relevant investment objective is to maximize the probability that your future financial goals will be met. Improving the odds a little every year creates a high probability of success in the long run.

The Seven Investment Fundamentals℠ will help you avoid the dangers of market timing, stock picking, high costs, and ad hoc investment decisions. It will help you take advantage of opportunities provided by efficient capital markets, and offer a systematic, carefully researched way to help you reach your financial goal.

The Seven Investment Fundamentals


Have an Appropriate Allocation to Equities

We believe equity diversity is the single strongest determinant of returns over long periods of time. Historical data supports that maintaining a mix of stocks and bonds helps reduce risk while increasing returns.

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Stay Fully Invested

While tempting during moments of uncertainty, taking money out of the stock market hinders your long-term success. Market timing adds uncertainty, reduces efficiency, and increases taxes and costs. The safest and most reliable way of helping you achieve your financial goals is to stay committed to a diversified portfolio.

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Keep Cost Down

Did you know that your total annual portfolio costs should be no more than one percent? It’s worth counting pennies when it comes to investment costs. Lowering these expenses is mathematically geared toward increasing returns.

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Use Only Short-term Bonds

The risk exposure from long-term bonds is disproportionate to the small increase in return. We only use short-term bonds to build fixed income. We believe they’re practical and offer less risk than mid-term or long-term bonds.

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Include Small Cap Stocks

Small cap stocks produce higher returns than large cap stocks. Incorporating these stocks into a large cap portfolio can both reduce risk and can increase returns.

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Include Value Stocks

For most investors, it’s smart to maintain a mix of value and growth stocks. Value stocks, on average, reduce risk while potentially producing higher returns than growth stocks over time.

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Have Broad Diversification

No single investment strategy works all the time. A diverse portfolio optimizes the risk/reward trade-off inherent in the stock market.

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Working With Resource Consulting Group

We believe most investment vehicles and financial services are too expensive. The cost of trying to “beat the market” causes most investors to fail to achieve average returns. Since 1988, we’ve taken a disciplined investment approach to help you meet long-term goals. Our investment strategies are based on unbiased research, not Wall Street hype.

  • A fee-only compensation structure that helps to eliminate conflicts of interest

  • An academic-based, carefully researched investment strategy

  • A focus on placing you at the center of everything we do

Our Approach

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Have a plan for your portfolio.

To schedule a consultation with one of our financial advisors, call us at 407-422-0252 or 800-448-0252. You can also fill out this form and someone from our team will contact you shortly.

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