Investment Philosophy

Charles A. Liles & Associates is committed to delivering to its clients exceptional investment experiences by forming enduring relationships 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.