We believe in keeping things simple. Complex may be interesting, but simple is more effective.
We are in business to build great, personalized investment portfolios for our clients. We know that straightforward and focused portfolios are ultimately more effective. Other investment companies often spread out their client’s money between many different mutual funds and Exchange Traded Funds (ETFs), creating overly complex allocations. These portfolios become very diluted, with so many holdings, that they often fail to generate any real value for the client. At Tetley Investments, we take a more traditional approach, investing in Individual Stocks and Individual Bonds from companies with durable business models that are reasonably priced.
We believe we need to maintain and be responsible for all the research behind every investment recommendation.
It’s very important to us to have a strong personal connection with our clients. We do all our investment research in-house because it allows us to have complete control over the process and absolute confidence in our recommendations. At other firms, many of the people making the investment decisions are never held directly accountable to the client. Investment committees in distant conference rooms often make decisions on behalf of people they will never meet. At Tetley Investments, the people you talk with are the same people who perform the investment research. This creates an environment in which we are always 100% accountable to each client.
We only participate in investment strategies in which we have a high amount of confidence in their long-term sustainability.
We don’t believe in market timing or speculating with anyone’s money. We invest in businesses with solid, sustainable business models in both the stock and bond categories. Other firms may promise you “all the upside with little downside,” but experienced investors know this isn’t possible. We also know that trying to make short-term moves in the market involves risky guesswork which rarely works out well over the long term. We believe in making smart investments in categories we thoroughly understand and have the highest confidence in. We know this is the most sensible strategy for growing and protecting our client’s wealth over time.
We don’t settle for anything less than excellence in every aspect of our company and we have the self-honesty to admit when we’re wrong.
Nothing is more important to us than giving honest, straightforward investment advice to our clients. No one is going to be right one hundred percent of the time, and we are no exception. Although other firms or advisors may try to pass the blame to someone else to avoid responsibility, we believe in being completely honest with ourselves and our clients in every situation. This allows us to learn, improve, and better serve our clients over the long term.
Every client, prospective client, employee, and business associate is important to us.
Tetley Investments is a company built around people. We aren’t a giant investment firm with so many moving parts that you never know who is ultimately making decisions with your money. We also don’t waste our time and money on separate economics, underwriting, or trading departments that don’t add any value to the decision making process. There’s just us, a small group of dedicated and passionate individuals committed to doing what’s best for you. We believe that having a personal relationship with each client is important to building the trust and respect needed in an endeavor where your most cherished financial goals are at stake.
We believe in freeing you from the day-to-day investment stresses while helping you accomplish much more financially than you could achieve alone.
Researching and building great investment portfolios so our clients can achieve all their financial goals is the reason we’re in business. Spending countless hours poring over company data to find a few great investment ideas is what we love to do, but we understand this time-consuming, meticulous work isn’t for everyone. Working with Tetley Investments means you will have more time to spend doing what you enjoy most while having the confidence that your investment accounts are in good hands.
We believe that maintaining an independent organization best serves our clients.
At Tetley Investments, we only get paid one completely transparent fee for our advice. We never receive any commissions, enticements, or kickbacks from selling financial products. Unlike many investment firms, we are also not beholden to some larger parent company whose fundamental interests may differ significantly from yours. Our independence and fee-based structure means that our only incentive is to recommend what we think is best for you and your unique situation.
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.
If you would like to learn more about our services, please contact us to schedule a no-cost, no-obligation consultation.