Investment Philosophy

Investments
Service
Integrity

Investments

Our passion for the growth and protection of our clients’ money has led us to a distinctive approach to investing.

It is our goal to use the best in class institutional investments. Most of the investments are “institutional grade,” that is, they are not typically available to the public.

We utilize a wide-range of investment options. In addition to the traditional type of investments that advisors use, we offer a number of other investments, some of which are not necessarily correlated to the stock market. Many of our clients’ portfolios are designed using the “endowment model,” which seeks to utilize a number of non-correlated asset classes. This approach has worked well for many university endowment funds to control risk and produce solid returns.

We offer a personalized approach. Each one of our clients is unique; therefore, we take the time to know our clients and tailor our advice to their unique needs and desires.

When needed or requested, we offer financial planning for our clients. If you are working, we can design a plan to show what is necessary for you to retire when you choose, with the lifestyle you want, and with freedom from financial worry. If you’re already retired, we can help you determine what will be needed so that you don’t have to worry about running out of money.

Service

Our resourceful team at D.R. Saur Financial is committed to providing exceptional personal care. We don’t simply want to provide good customer service. Instead, we have the brave ambition to provide the best service you will ever experience. We answer the phone when you call. We want to know you, to understand your situation, and to be your family office. We want lifelong relationships with our clients and their families.

Integrity

We are committed to providing uncompromising integrity to each client. We never take custody of a client’s money. All assets are held in the client’s name at institutions such as Fidelity and TD Ameritrade.

We will recommend what we believe is best for our clients and we follow our own advice. Typically our advisors allocate their own money to the same investments that we recommend to our clients. We practice what we preach.