PGRS has built its’ core strategies and services upon the fundamental tenet that—Philosophy, Design, Implementation, and Discipline are inseparable.
OUR PHILOSOPHY, an “Academic Approach to Successful Investing”, arose from the science of capital markets, not speculation. We invest upon what is known, not what someone thinks. This knowledge has been gained from the academic research done by distinguished financial economists and mathematicians from respected institutions such as University of Chicago, Dartmouth, Yale, Harvard and Stanford Universities.
OUR DESIGN AND IMPLEMENTATION are conducted through a close working relationship with Dimensional Fund Advisors (DFA), one of the world’s leading providers
of asset class funds and portfolios. The PGRS Global Portfolio Strategies, created from the
DFA offerings, are the antithesis of active management and are also differentiated from
index fund investing.
OUR DISCIPLINE is with respect to the absolute commitment to our Clients, to remain scientifically grounded at all times, and to eliminate the two greatest enemies of investors—
high costs and emotions.
However, discipline also refers to the discipline of our Clients not to succumb to the market timing and stock/fund selection mantra of the traditional transactional based financial industry. This can only be done by establishing a trust and empathy between the Client and his or her Investment Advisor through constant education and management of expectations. Apply an academic approach to your investing.
We pride ourselves on our honesty, integrity and an unwavering dedication to doing what is right for our clients. Apply an academic approach to your investing—call PGR Solutions today.
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