Accredited Wealth Management

CONNECT

Address:

6010 Brownsboro Park Blvd., Suite F
Louisville, KY 40207

Phone:

(502) 290-1905

Fax/Other:

(502) 290-1908

Our Investment Philosophy

We serve as fiduciaries to our investors and believe thorough research and a disciplined investment process are critical to success. Our core beliefs support the implementation and execution of our investment philosophy.

  • Research allows us to base decisions on knowledge rather than speculation or passing fads.
  • We believe:
    • A global investment perspective can lead to greater investment opportunities.
    • Markets are not always efficient—which can lead to exceptional opportunities.
    • Low costs, transparency and tax-efficiency are key determinants of success.
  • We invest for the long term.
  • We are independent thinkers.
  • We employ a disciplined, consistent investment process.
  • We invest clients’ money as if it were our own.
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck