Managing Client Expectations in a Volatile Market

Setting expectations now will help shepherd clients through any period of market volatility, including bear and bull markets, corrections, or short-term recessions.
We believe the best advice an adviser can give a client is to show them that time in the market, not market timing, is one of the best ways to capitalize on stock market gains.

That’s why it’s so important for financial advisers and their clients to agree on a plan now and set realistic expectations for the inevitable market fluctuations.

In this updated white paper from the Buffalo Funds, we discuss the following concepts:

  • Keep Things in Perspective – Bull or Bear, No Market Has Lasted Forever
  • Keep Teaching but Start Coaching
  • Communication is the Foundation of an Advisor’s Value Proposition
  • Control What You Can

“Great advisers know that clients reward those who can manage their investments, their expectations, and their emotions.”

Opinions expressed are those of the author or Funds and are subject to change, are not intended to be a forecast of future events, a guarantee of future results, nor investment advice.

Fundamental Approach

We get to know the companies we invest in and learn how they run their business.

Top-Down & Bottom-Up

We identify Top-Down broad, secular growth trends and search for companies from the Bottom-Up.

Proprietary Philosophy

We construct our portfolios based on our own proprietary investment strategy.

Disciplined Investing

Sticking to our disciplined investment strategy ensures we maintain a consistent, balanced approach.