Your investment portfolio is the engine of your personal financial plan. You deserve a customized investment strategy that matches your unique personal situation and financial goals, and balances your risk tolerance, risk capacity and potential reward. We strive to deliver.
Our approach to investing is based on logic, research and empirically based evidence. Not on emotion, speculation or compensation. With a foundation of more than 60 years of academic research into the dynamics of financial markets and investor behavior, our comprehensive investment solutions are based on:
- Broad Asset-Class and Market Diversification: Our multi asset-class portfolios are broadly diversified between and within each asset class. This includes the potential inclusion of asset classes such as stocks, bonds, real estate, commodities, natural resources, insurance products and cash. Over time we believe diversification can help to capture the power that global markets may provide, while seeking to continually manage risk and balance potential opportunity.
- Academically-Derived Enhancement Factors: Over time, we believe certain factors have been shown to deliver strategic long-term potential advantages. We strive to turn factor-based investing into reality by translating academic research into sophisticated globally diversified portfolios.
- Efficient Portfolio Construction: It is one thing to develop hypothetical portfolios; it is another to make them a reality. We carefully combine multiple product providers and solutions to access the diversification and enhancement factors we are seeking, while striving to manage costs and taxes.
Our investment process reflects research published and tested by respected academics and independent firms, not Wall Street product brokers or financial salespeople. It is implemented based on critical, disciplined, analytical research with you best interests in mind. Not on anything that may be influenced by other business objectives or profit considerations. This dedication to rational, fact-based decision making is our core philosophy, and one we adhere to with passion.
How Can We Help You?
We appreciate your interest in us. Due to the very special way we work with people, we are only able to work with a select number of clients who match a unique character and financial profile. To help you determine if we might be the right firm for you, we’ve posted our Ideal Client Profile on this website.
If you match our profile, we invite you to inquire about a no-cost, no-obligation initial interview to explore the potential opportunities in working together. We can be reached at (800) 215-LIFE (5433). We look forward to speaking with you.