Investing Made Smart, Efficient, Focused (Video)

At Hewins Financial | Wipfli Hewins, “traditional” investing isn’t exactly our style. We don’t chase after returns or spend time speculating which country will be the next top performer — or which company will be the next Apple or Google.

Instead, we believe there’s a better way.

Follow the facts

Rather than making predictions or dissecting news headlines, we focus on the factors we can control and rely on four investment principles. The first is time-tested, academic research into the behavior of financial markets and investors.

So, what exactly does the evidence entail? In this five-minute video, co-Chief Investment Officer Rafia Hasan will guide you through the research at the core of our philosophy, and explore how we use those findings to help provide our clients with a rewarding investment experience.

We call it investing made smart, efficient, focused.

Watch and learn. 

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Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exchange Commission (SEC); however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Wipfli Financial is a proud affiliate of Wipfli LLP, a national accounting and consulting firm. Information pertaining to Wipfli Financial’s management, operations, services, fees and conflicts of interest is set forth in Wipfli Financial’s current Form ADV Part 2A brochure and Form CRS, copies of which are available from Wipfli Financial upon request at no cost or at Wipfli Financial does not provide tax, accounting or legal services. The views expressed by the author are the author’s alone and do not necessarily represent the views of Wipfli Financial or its affiliates. The information contained in any third-party resource cited herein is not owned or controlled by Wipfli Financial, and Wipfli Financial does not guarantee the accuracy or reliability of any information that may be found in such resources. Links to any third-party resource are provided as a courtesy for reference only and are not intended to be, and do not act as, an endorsement by Wipfli Financial of the third party or any of its content or use of its content. The standard information provided in this blog is for general purposes only and should not be construed as, or used as a substitute for, financial, investment or other professional advice. If you have questions regarding your financial situation, you should consult your financial planner, investment advisor, attorney or other professional.
Rafia Hasan

CFA, CFP® | Principal, Chief Investment Officer

Rafia Hasan, CFA, CFP®, is the Principal and Chief Investment Officer for Wipfli Financial Advisors, based in Chicago, IL. Rafia leads Wipfli Financial's Investment Committee and has a deep knowledge of the financial markets, specifically in the areas of alternative investments and private equity. She also specializes in personal financial planning and estate planning for women investors.

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Investing Made Smart, Efficient, Focused (Video)

time to read: 1 min