Our Investment Philosophy

Based on the science of investing and decades of Nobel Prize-winning academic research.

We help clients realize the returns they need to achieve their goals through the following pillars of our investment strategy:
 

DIVERSIFY ACROSS ALL MARKETS GLOBALLY

“Do not put all your eggs in one basket.” -Warren Buffett

We reduce the risk and expense of picking “winners” and “losers”. Instead, we invest across the entire public market in virtually all publicly traded companies across the globe.

PATIENT LONG-TERM RETURNS

“Games are won by players who focus on the playing field –- not by those whose eyes are glued to the scoreboard.” -Warren Buffett

We do not try to guess market direction but instead build portfolios designed to capture the natural dimensions of expected returns that markets provide.

COST-CONSCIOUS

“It’s not what you make, but how much money you keep…” -Robert Kiyosaki

We diligently monitor the costs and fees associated with traditional investment management so that our clients can enjoy greater returns.

EMOTIONAL DISCIPLINE

“No matter how great the talent or efforts, some things just take time.” -Warren Buffett

We do not base our investment decisions on fear, greed, or market headlines. We remain intelligently invested through all market cycles, both good and bad.

This video has been provided by Dimensional Fund Advisors and helps us understand the value of discipline and the rewards of tuning out the noise when hiring the right advisor.