Disciplined
Investment Management
Strategic Disciplines
Investment Management By Objective -- Your Objectives
We invest each client account with a clear purpose: to meet your specific objectives, both for return and downside risk. Then we track our progress and adjust our plans as your life changes.
Invest in Index Funds to Keep Costs and Taxes Low
Index funds not only provide broad diversification at low costs, they enable us to manage risk more effectively with fewer transactions.
Most Importantly: Manage Risk to Preserve Capital
This is not "set it and forget it investing." Managing risk is our top priority. If we recognize a meaningful increase in risk, we will move strategically to adjust asset allocations and preserve capital.
Copyright 2010 Disciplined Investment Management, LLC
All Rights Reserved.
Disclosure
Disciplined Investment Management, LLC
500 Lake Cook Road, Suite 350
Deerfield, IL 60015
847-602-6485
info@disciplined-investment.com
Warren Buffett on Indexing
"A very low-cost index is going to beat a majority of the amateur-managed money or professionally managed money."
-- Warren Buffett, 2007
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Indexing vs. Active Management
"Over the very long term, 85% of active managers fall short of the market. And it's nearly impossible to figure out ahead of time which managers will make it into the top 15%."
-- Charles D. Ellis
Author of Winning the Loser's Game
Former chair of investment committees
at Harvard Business School
and Yale School of Management
Dedicated to Your Peace of Mind
