Knowledge. Confidence. Discipline.
By sharing our knowledge of modern investing principles with you, and by aligning those principles with your personal goals and aspirations, we help you develop the confidence and discipline necessary to achieve superior results through all market cycles.
Our mission is to manage market risk, preserve wealth, grow assets and give our clients peace of mind. It is the ultimate measure of our success. We will strive to understand your investment objectives, and will work tirelessly to partner with you in achieving those goals with the least amount of risk.
Integrity Above All Else
We believe in being honest, true and living with strong moral principles. Integrity is in everything we do.
Put the Client’s Interests First
The majority of financial advisors are commission based and are not held to a specific standard. When we created Denali we elected to form a Registered Investment Advisory Firm and accept the fiduciary responsibility that requires us to put client’s interests ahead of our own.
When establishing goals, we believe that clients should select the option with the least amount of risk necessary to meet their objectives.
You Can’t Predict the Market
The Nobel Prize winning physicist Niels Bohr said, “Prediction is very difficult, especially about the future.” Many in the industry make persuasive forecasts about the market, but we have yet to see anyone do this with any level of precision or consistency.
Focus on the Process
Since we can’t predict or control markets, we focus on a series of disciplined processes from establishing an asset allocation to buying and selling securities. Having defined practices in place helps us manage risk and reduce the powerful emotional influences that can drastically affect an investment portfolio.
Follow Your Own Advice
This seems obvious, but there are quite a few people in the investment business who don’t follow their own advice. We believe that investing our own money in the same securities as our clients keeps us keenly aware of our work.
Integrity. Process. Results.
Carl Valimont, President
Paving The Way Towards A Positive Partnership
We take the time to understand your personal objectives and focus on providing solutions that match your specific goals.