Our Philosophy.…...Our Commitment

The following are the cornerstones of our investment philosophy and the commitment we pledge to our clients:

Diversification*

Our goal is to provide investors the opportunity to diversify assets across a broad band of the world’s asset classes.

“Diversification is the net of combining assets with dissimilar behavior to improve the risk/return trade-off of a portfolio. The benefits of diversification are particularly pronounced during financial crisis such as 1929 and 1987.” - Ibbotson Assoc

“Divide your portion of seven or even to eight for you do not know what misfortune may occur upon the Earth.” - King Solomon Ecclesiastes 11:2

Professional Money Management

When you hire Fifteen:22 Financial Partners, you receive the benefit of so much more than our expertise alone. We utilize many of the country’s premier investment management organizations to manage our client’s retirement dollars. We select those firms we believe have the depth of experience and the technological expertise to produce consistent results.

Commitment to Excellence

Our first commitment is to our relationship with you – our client – our most valued asset. We pledge to provide the highest level of service for you and your portfolio. In customer service, research, and analysis, our client’s objectives and needs are always foremost. We take seriously our responsibility to serve you well.

We hope to earn the privilege of your business.

*Diversification cannot eliminate the risk of investment losses.