Independence

We believe in maintaining independence in order to deliver advice with integrity. Therefore, we do not sell any products nor do we receive compensation from anyone other than our clients. We have a fiduciary duty to our clients.

Teamwork

Our primary objective is to help our clients determine the most appropriate path for achieving financial goals. This involves avoiding obstacles and pursuing opportunities. We believe the most appropriate manner to deliver this advice is through a team of individuals committed to this purpose.

Structure

Financial market science and research indicates that the most important investment decision relates directly to the mix between asset categories.

Cost Reduction

Low cost, no-load mutual funds are the most efficient method to access the financial markets. Most mutual funds utilize "active" management and attempt to "time" or "out select" the market. Ultimately, this results in underperformance due to high costs.

Written Financial Plan

Developing a financial plan, which includes long-term goals and a disciplined strategy, is critical. A component of this plan should be a written investment policy statement that outlines risk and return expectations.

Diversification

It is impossible to predict which particular asset category will perform best this year or next year. It is important to recognize the value of diversification among asset categories that may not be in vogue at the moment.

Discipline

J.E. Wilson Advisors adds substantial value for clients through structure and discipline. We create real value over the long term and help our clients avoid the big mistakes that may imperil their futures.

To facilitate financial peace of mind through a long-term oriented, trusted advisory relationship.