Investment Philosophy
Discover why our philosophy is trending among investors.
The Value of Independence:
- Transparency
- Objectivity
- Fee-Based Solutions
- Your interests come first
- Low-Cost Institutional Investments
- No hidden agenda
- No conflicts of interest

Merton Miller
Nobel Laureate
1990

Robert Merton
Nobel Laureate
1997

Myron Scholes
Nobel Laureate
1997

Eugene F. Fama
Nobel Laureate
2013

Kenneth French, PhD
Dartmouth College