Philosophy & Process

The Challenge

In today’s increasingly complex and rapidly shifting financial landscape, successful investors must be adaptable and responsive, yet disciplined and unemotional. Our investment philosophy embraces this challenge.

Our Philosophy

MV Financial’s philosophy is based on the concept of investment wisdom. Rather than constraining ourselves to one investment approach, as many managers do, we are open to a full array of time-tested, research-backed approaches and methodologies.

We understand that no single approach is appropriate for all market conditions at all times—or for all investors in all situations. We also recognize that strategies that worked in the past don’t always succeed today.

Our philosophy relies on data, not dogma, to chart the best course for each client.

Our answer to the challenge of today’s tempestuous markets is an ideology that’s fluid and flexible, yet firmly anchored by research. Our philosophy relies on data, not dogma, to chart the best course for each client. We evaluate and apply a broad range of ideas, models, and investment styles—synthesizing and distilling them into a strategy that’s customized to the investment goals, risk considerations, and special circumstances of each client.