LESS SPECULATION. MORE WEALTH.Applying Science to Investing = Evidence Based InvestingEvidence Based Investing is our way of investing that's based on Nobel Prize-winning research, academic evidence and most importantly, common sense. Our clients gain access to low-cost institutional Dimensional Funds and the investment strategy previously reserved only for institutions and the wealthiest investors.
We believe in the free enterprise system and the opportunities it creates to grow your wealth.
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We understand that markets allow companies to access capital and investors to create wealth. Historically, investors have reaped long-term rewards for prudently providing capital to a free enterprise system.
But, we also know that speculative investing can destroy significant wealth.
That’s why we identify factors with strong potential to reward investors and allocate assets in a customized framework for each client. We also seek to eliminate the risks for which investors are not compensated and accept those that provide positive expected returns.
We don’t believe in pushing products, dynamic asset allocation, predictive analysis or quarterly earnings pressure from public shareholders.
We do believe in keeping your interests as our priority, as well as an evidence-based investment approach, structure, diversification, low costs and tax-conscious strategies.
Our philosophy is not about chasing the latest trend. Rather, it’s about understanding at a foundational level what is important to you and your values, and then creating an investment strategy that will help you achieve your goals.
But, we also know that speculative investing can destroy significant wealth.
That’s why we identify factors with strong potential to reward investors and allocate assets in a customized framework for each client. We also seek to eliminate the risks for which investors are not compensated and accept those that provide positive expected returns.
We don’t believe in pushing products, dynamic asset allocation, predictive analysis or quarterly earnings pressure from public shareholders.
We do believe in keeping your interests as our priority, as well as an evidence-based investment approach, structure, diversification, low costs and tax-conscious strategies.
Our philosophy is not about chasing the latest trend. Rather, it’s about understanding at a foundational level what is important to you and your values, and then creating an investment strategy that will help you achieve your goals.
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CONTACT US and learn more about how we can help protect and grow your wealth.
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