Why We Are Different
Tranquility Path Investment Advisors, LLC is independent and is registered as an Investment Advisor with the New Jersey Bureau of Securities.
We focus our efforts primarily on the needs of retirees, pre-retirees, and those who have recently left their employment. Our clients want to be sure that their retirement plans and other investments are positioned in a proper and suitable manner in order to better meet their personal and family needs for many years to come.
We do this by planning for the “Distribution Phase” of your financial life. Our methodology utilizes investment approaches as determined by your risk tolerance, which we discuss in some detail with all of our clients. Our techniques, which may include strategies that provide various levels of guarantees, work to increase the probability that your nest egg is invested in a way that is fully compatible with your long term goals, objectives and income requirements. And very importantly, we strive to provide our clients with a peace of mind so that they can enjoy their future years while minimizing financial worry.
The approach we take to investing is quite different than many financial advisors. In fact, financial advisors planning for your “Distribution Phase” require a different skill set than those working in the “Accumulation Phase.” We use Nobel Prize winning and other academic strategies that are firmly grounded in the research of the past 60 years. We are not stock brokers, nor are we market timers or stock pickers. And we do not chase yesterday’s winners. We believe in very strong diversification among academically determined asset classes and low cost investment vehicles. In 2013, one of the economists who developed a key approach that we follow was awarded the Nobel Prize in Economics.