Our Philosophy

Our investment philosophy is grounded in decades of academic research and is designed to help you preserve and grow your wealth while maximizing the probability of achieving your financial goals.

We believe in investing for the long term and not in short-term speculation. The foundation of our work is based on:

• Nobel Prize winning academic research
• Eighty-plus years of economic data
• In-depth studies of investor psychology and behavior

We employ a disciplined, unemotional investment approach to construct portfolios that are diversified across a broad range of asset classes—groups of securities that offer similar risk and return characteristics. These customized portfolios are tailored specifically to each investor’s goals, time horizon and risk tolerance.