What’s better than looking for needles? Owning the haystack.
It’s true. Odds are, if you go looking for needles – those “next-big-thing” investments or the hot stock everyone’s talking about on TV – you’re not going to get rich. You’re just going to get stuck.
We think letting decades of unbiased, peer-reviewed financial research guide our recommendations is a much better way to invest. Our dedicated Investment Policy Committee actively reviews the latest financial journals and published works on an ongoing basis to ensure our clients’ assets are optimally positioned.
Our philosophy is heavily influenced by the Nobel Prize-winning work of Eugene Fama. Fama’s work since the 1970s has focused on the central idea that markets are naturally efficient. Practically speaking, it means that by the time an investor hears a piece of news about a stock or fund, it’s highly likely that such news has already been factored into the price and, therefore, any advantage of knowing that news has effectively been eliminated. Recommendations based on historical, observable market behaviors and prices takes emotion out of the equation – and leads to steadier, more predictable results over the long term.
Essentially, our investment strategy brings logic, transparency and simplicity to your life. We help you focus on the things you can control, so you can ignore the things you can’t.
Our approach helps you minimize costs, diversify your portfolio and build effective tax strategies. We show you how to take on only the amount of risk you need to take in order to achieve your financial goals.
What’s more, we help you understand the evidence behind it all, helping you feel even more confident in the decisions we make together to best safeguard your financial future.
