From the Desk of Dale Crossley and Evan Shear

Introducing Voyage – CrossleyShear Wealth Management’s Quantitative Investment Process

We hope that you and your loved ones are staying well during these trying times. While the past few months have presented unprecedented challenges for all of us, one positive has been the market’s bounce back from the lows of March and April.  Despite this, we understand that the 24/7 news cycle and uneasiness that surrounds us these days can be stressful.  We also understand it’s during times like these you need us most. 

As we’ve stressed over the past few months, emotional investment decisions are notorious for yielding poor results for individual investors. Through this period of instability, we’ve relied more than ever on our time-tested and methodical investment process to successfully guide our clients through these extremely turbulent times – a time when fear and emotion could easily drive less disciplined decisions. As you know, our planning process is much more sophisticated than a traditional comprehensive financial planning approach.  It’s founded on a customized long-term strategy for all our clients, driven by time-tested research, a rich understanding of the markets and a proprietary algorithm that serves as the cornerstone of our process and drives emotion-free decision making.  The process has enabled us to mitigate losses and pursue long-term investment opportunities despite the market instability. 

For some time, we have explored formalizing our planning approach to demonstrate its uniqueness and the critical role it plays in delivering success to you as clients and extended members of the CrossleyShear family.  We’re excited to announce and unveil Voyage – the new identity of our comprehensive investment process. Voyage is intended to reinforce our commitment to you and remaining by your side through both the good and challenging times, leading the way by taking emotion out of investing, basing decisions on a sound financial strategy and most importantly, helping you achieve your financial dreams of today and tomorrow.

We invite you to read more about the Voyage process by clicking here.  

In the coming weeks, we’ll be formally introducing Voyage but we wanted to give you -  the main beneficiary of its performance and benefits –  an exclusive preview. If you have any questions about Voyage or would like discuss your financial plan, please don’t hesitate to reach out. As always, please feel free to refer us to any family or friends that we can help through these challenging times.   

Take care and stay well. 

Dale and Evan

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.

Find us on Facebook