Triple Discipline Investment System

DISCIPLINE: training expected to produce a certain pattern of behavior; self-control; control obtained by enforcing order; a set of rules or methods

The combination of these three disciplines, and removing human emotion from the investment process, allows Discipline Advisors to add value to managing your investments. This same disciplined approach makes it possible to manage accounts during the wealth accumulation stage as well as the income withdrawal phase of the portfolio. By allowing us to significantly and strategically reduce the number of shares sold to produce retirement cash-flows, our system adds to the long-term growth potential of your portfolio, maximizing the amount of income you can withdraw without diminishing principal.