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

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.

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