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  2. Investment Approach
  3. Our Philosophy

Our Philosophy

Our Philosophy

At HB Retirement, we believe that investing is a marathon and not a sprint, and the most successful investment methodologies should not be measured by whether they beat a benchmark in a given year but by how they have performed over a complete investment cycle.

Instead of engaging in an imprudent chase for market returns, our firm employs a sustainable investment approach that seeks to participate in upside market activity while mitigating losses on the downside, and we favor investment managers who incorporate a like-minded methodology. Over time, we believe a risk-mitigation investment strategy may positively impact long-term portfolio values and outpace benchmark returns when measured over multiple years. 

Our investment methodology may appear intricate, although it is indeed simple in its focus:  We strive to help people through their investment life-cycle by endeavoring to build wealth, protect wealth, and generate income.

 

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Investing involves risk including loss of principal. No strategy assures success or protects against loss.

Investment Approach

  • Our Philosophy
  • Investment & Market Research

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920 Fort Duquesne Boulevard
Pittsburgh, PA
15222

  •  Tel: 412.261.3333
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  •  Fax: 412.754.3177
  •  [email protected]
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Securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through HB Retirement, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, DC, FL, GA, IL, LA, MD, MI, NC, NY, OH, PA, SC, TX, VA, WV

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