. Get exclusive investment industry news and insights, the week’s top headlines, and what you and your clients need to know.have several key traits in common. But it’s their disciplined and holistic philosophy for investing that has guided them over the years to make sound decisions for clients.
“We aim to buy … businesses at a discounted price that we own and monitor for the long term,” she explains. “We’re looking for businesses that we want to own for a minimum of five years.” Once she’s helped a client figure out their financial goals, taken stock of the investments they already have, Ms. Carin sorts out what should be in their short, medium, and long-term investing “buckets.”
Right now, she’s focused on investments that are a hedge against inflation, which she believes will remain elevated. Those investments include dividend-paying companies in sectors such as financial services, insurance, telecommunications, and pipelines. Real estate can also hedge against inflation, particularly rental properties. On the fixed-income side, guaranteed investment certificates are an option as are short-term bonds.
Ms. Di Rocco adds she “believes in the importance of a wealth plan that’s created with intention and purpose,” whether that’s retiring early, starting a family foundation, or leaving a legacy of generational wealth.When she starts working with clients, she gathers information to help create their wealth plan and considers, “What’s the least amount of risk we need to take to achieve their goals?” Her investment strategy is “not simple but simplistic.
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