Our Investment Philosophy

At Arcadia, our investment philosophy is that we believe that the financial markets work.* Research indicates that the markets reflect everything from complex information to human behavior and that prices are inherently fair.


We can’t predict the future. We won’t spend our days researching the next hot stock. What we do, and do well, is work with you on an individual basis to find what is important and the level of risk you are able to tolerate.

We will create a portfolio of no-load, low-cost mutual funds spread over many asset classes to insure you are well-diversified, mitigating risk wherever we can. Our portfolios are value driven, consisting of quality companies.

Our investment philosophy is deeply rooted in sound academic research and not on Wall Street hype. Our advice and expertise combined with your personal goals and priorities, will help us become your professional coach. A coach that wants you to succeed with your investments, your beliefs about money and in your relationships.

*Past performance is no guarantee of future results.

Begin Your Journey

As financial planners in Long Island, our initial discovery meeting is complimentary and  gives us the opportunity to provide information and resources about who we are and what we do, so that you can make an informed decision about who you choose to work with on the future of your wealth.

Our Fiduciary Oath


We believe in placing your best interests first. Therefore, we are proud to commit to the following five fiduciary principles:

This oath is signed by advisors who believe that it is their duty as a fiduciary to put the interests of their clients before their own. This fiduciary oath was established by the Committee for the Fiduciary Standard in 2009.