Under our active management strategy, our primary goal is to pursue equity-like returns while minimizing risk of permanent loss of capital. We believe we have a reasonable chance of achieving superior returns due to our disciplined investment philosophy and in-depth research process along with our flexibility and ability to invest in companies of all sizes, including smaller companies which may be overlooked by large institutional investors. Our conservative approach means we will likely outperform in bear markets and may underperform in strong bull markets. We believe we can generate strong risk-adjusted returns across the full market cycle.
Please note that investing always carries some degree of risk and we cannot guarantee specific results. In fact, we would advise you to run away from any advisor who does. However, it is worth noting that Chao has substantially all of his and his family’s net worth invested in the same stocks as the clients of Think Different Wealth Advisors. We find the incentives are best aligned when the cook is willing to eat his own cooking. While all clients will own the same stocks, your individual portfolio mix of stocks, bonds, and cash will be customized based on your risk tolerance and unique life-stage needs.
We invite you to schedule an investment meeting to learn about our historical track record, current market outlook, and walk through a sample investment thesis.