It has been our experience that investment success is usually determined through an unwavering commitment to a set of clearly defined investment principles. Collectively, the principles listed below define our philosophy:
Investors should make sure that their investment expectations are reasonable and rational based on long-term experience.
Haussmann Financial has been doing business in Orange County since 1990. We employ nine investment professionals plus the extensive resources of Securities America, Inc., an independent broker/dealer with over 1,800 registered representatives nationwide. We have invested over over $680 million of client assets. We’ve accomplished this by strictly adhering to our core values and principles.
Achieving financial goals results from developing a long-term plan and sticking to it. Our job as an investment advisor is to help our clients work toward their goals. We accomplish this through a disciplined process which is made up of three distinct and important phases: Strategy, Implementation and Monitoring.