Investment Philosophy

Discover why our philosophy is trending among investors.

Fundamental To Your Financial Plan:

A financial plan based on the science of investing frees you to focus on what matters. Let markets work for you by taking advantage of sensible, well-diversified, low-cost portfolios backed by decades of research and practical experience.

The Value of Independence:

Transparency
Objectivity
Fee-Based Solutions
Your interests come first
Low-Cost Institutional Investments
No hidden agenda
No conflicts of interest

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Scientifically Based Investing:

Means Focusing on the things you CAN control

Broad, global diversification
Discipline (Rebalancing)
Keeping investment costs low

Utilizes institutional-class mutual funds and ETFs, broad global diversification, disciplined rebalancing and low-cost investment solutions in order to achieve long-term results.

Ensures consistency of process, investment practice, and advice while seeking to provide optimized net after-tax returns.

Bringing Academics and Research To Practice:

We apply disciplined, sophisticated, and academically rigorous investment principles to provide a real-world approach based on Nobel Prize winning economic research. Advancements in science and technology inform our investment strategies and help us stay responsive to evolving markets and client needs.