Charles A. Liles & Associates is committed to delivering to its clients exceptional investment experiences focused on the following core beliefs and principles:
- Global securities markets are efficient in processing available information and in setting prices.
- Asset allocation decisions drive overall long-term investment performance.
- Global diversification among and within asset classes is key to successful asset management.
- Market timing is destructive.
- Following the discipline of a well-designed and articulated investment plan which reflects a client’s unique needs and risk tolerance is crucial to success.
- Costs matter. Reducing investment expenses and turnover, and minimizing taxes leads to better investment outcomes.