We are Constancy Investors. We believe simplicity needs to be a distinguishing feature of an investment approach that will serve you as an individual investor. Our hope is to hand you the glass of water.

At Constancy Investors, our goal is to provide you with everything you need to develop, implement and stick with a reliable approach to investing your hard-earned money to achieve your long-term financial goals. Above all, a secure and comfortable retirement.

Learn

We begin by empowering you with know-how. Common sense perspectives on what works and does not work in investing—in simple language and step-by-step (if that’s how you like to do things). We do this under the Learn tab at the top of the page, in two parts—Time Frame and Mindset and Exercising Common Sense.

Plan

Second, we work with you to design an investment plan that capitalizes on your advantages as an individual investor.  Our Investor Temperament Questionnaire and Planning Tools help tailor this plan to your unique circumstances and personality. You will find these in the second tab at the top of this page—Plan.

Invest

Finally, if our investment principles make sense to you, we put your plan into action with investment portfolios specific to each of your goals. In an uncertain world, the Constancy Investment Portfolios systematically manage those things we can control to maximize the likelihood of successful outcomes.

In everything we do, we put your interests first.

Evidence-based investing, combining the best of active and passive. We practice what we preach with our investment line-up. For convenience and accountability in putting your plan into action, we manage separate accounts and select stock and bond funds that serve as the building blocks of your diversified portfolio.

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