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Planning Protecting

Your advisor can help simplify the somewhat complex investment process and design an investment program around your needs and individual objectives.

Our Investment Philosophy

The Piedmont Group’s Beliefs on Investing

“We believe that investing alongside a plan is the best way for our clients to achieve the outcome that they want to achieve.”

Our Core Tenets

  • Strategic asset allocation is the key to risk adjusted investment results – We believe in taking an academic approach to portfolio design and apply the concepts inherent in Modern Portfolio Theory (MPT), which suggests that by investing in multiple stocks, one can reap the benefits of diversification, particularly a potentially reduction in the riskiness of the portfolio – AKA not putting all of your eggs in one basket.
  • Active and passive investment strategies are not an either/or proposition – A combination of active and passive strategies, over the course of a full-economic cycle, can help provide our clients the opportunity for returns that can potentially exceed their expectations.
  • Research matters – There are no shortcuts to good portfolio design. We work with our investment manager researchers to enhance our information and build an edge when performing our manager selection process. With special attention paid to following:
    • Manager Costs
    • Manager Investment in their Fund
    • Corporate Stewardship
  • Investor behavior and predicting markets – As keen observers of investor sentiment, we’re constantly on the lookout for short-sighted, emotionally driven or uninformed behavior. A cornerstone of our process is helping our clients focus on their long-term objectives versus irrational attempts to time the markets. A Chinese proverb states, “three feet of ice was not formed in a single day.” In other words, it takes time to achieve satisfactory results.


Asset allocation does not guarantee a profit or protect against loss in declining markets. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio or that diversification among asset classes will reduce risk. 


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