core investment philosophies

Services

You want to find a pathway to your future

You’re on a financial journey. You decide the destination, and we help you get there. Together, let’s determine the best way to take the next step.

You want to find a pathway to your future

You’re on a financial journey. You decide the destination, and we help you get there. Together, let’s determine the best way to take the next step.

The Flagstone Difference

Our Approach

At Flagstone Financial Management, we have numerous core investment philosophies. In order for a client to have a positive investment experience, it works best if you share those core investment philosophies or are at least open to learning why we believe what we believe.

Our Approach

our philosophies

Our core investment philosophies are listed as follows

Markets Are Efficient


The market’s pricing power makes it difficult for investors to time or outsmart other market participants through stock picking or market timing. In hindsight, there are mispriced securities from time to time, but it is very difficult to consistently know those mispriced securities on a forward-looking basis.

Cost Matters


The overall costs an investor pays are an important consideration in developing a prudent investment plan. While costs aren’t the only factor, we pay close attention to managing the overall costs of the investments we recommend for clients.

Diversify Globally


It is very hard to predict which areas of the world markets will do better than other areas at any given time. Accordingly, we prefer to broadly diversify investments between multiple investment classes to even the investment ups and downs as much as possible and provide different asset classes among which we can rebalance your portfolio.

Markets Reward Discipline


Study after study shows the typical investor is not wired to succeed in financial markets. There is an entire field of research in this area called Behavioral Finance. Investors tend to buy high and sell low due to allowing their emotions to drive their investing decisions. We work hard with our clients to avoid the behavioral traps that can lead us to make poor decisions. We do this by sticking with our core beliefs and following a distinct investment process that seeks to take emotion out of decision making moments.

Optimism Triumphs


There will always be reasons to be pessimistic about investing. If one looks back and focuses on all the scary issues that have confronted the financial markets from the beginning of time, we may all have money stashed under our mattress. Despite these negative aspects, historically the markets have continued to march forward in an inconsistent, but generally positive way. We believe an optimistic attitude towards the markets can provide a better investment experience than a pessimistic attitude.

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financial topic

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Click here for our Client Relationship Summary, also known as the regulatory disclosure Form ADV Part 3.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Flagstone Financial Management is an SEC registered investment adviser. Registrations as an investment adviser does not imply a certain level of skill or training. Flagstone Financial Management may only conduct business in jurisdictions in which it is registered, notice filed, or exempt.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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5801 Hidcote Dr
Suite 100
Lincoln, NE 68516