Founder's Message
A message from Phil Tetley
At Tetley Investments, we believe everyone deserves to find the one perfect financial advisor for them. The right financial advisor is someone you enjoy working with and who utilizes an investment approach you agree with. Someone you can really trust, so you can relax while they handle the day to day work of managing your money. We know the only way to do great work is to love what you do, so it’s important to concentrate on the things you love most and hire experts to handle the rest.
Since joining the investment industry in 1993, I have worked at medium and large financial firms, so I know exactly how they operate. Their focus on profits over people was the reason I knew I needed to create Tetley Investments. I believed deeply that people deserved a much better experience than they were getting at other firms.
Larger financial firms have other fundamental issues that end up impacting their clientele. Mainly, they have too many people to supervise and too much money to manage. Among other things, these disadvantages force them to create overly diluted client portfolios that often contain ten to twenty mutual funds and Exchange Traded Funds (ETFs). These bloated portfolios containing hundreds of underlying holdings consequently providing no real value for the client anymore. At Tetley, we know the best strategy is to build focused, efficient portfolios made up mostly of Individual Stocks and Individual Bonds.
As you study business histories, it seems every great product or service comes about because a small group of people cared deeply about creating something wonderful that they and their friends wanted for themselves. Tetley Investments was founded on this same principle. I realized that the successful strategies I was using to manage my own money could also help a lot of other people achieve their financial goals. To this day, I own all the same investments we recommend to our clients. We have always believed at our core: if an investment is good enough for you, it should be good enough for us.
In the end, the ultimate financial goal is an income stream in retirement you don’t outlive, together with a growing pool of capital that becomes your legacy to those people and organizations you care about most. Though the financial markets and the world will face plenty of challenges in the decades to come, we believe that perseverance and opportunity will prevail in the end. Like the greatest investors throughout history, we’re also staunch optimists. Sometimes life is going to throw you a curveball, but it’s important not to lose faith. Your future depends on what you decide to do today so we sincerely hope you will reach out to us to schedule your no-cost, no-obligation consultation.