Investment Management
If you are only interested in investment management, I can help with that.
Investment Philosophy
Efficient Market Hypothesis
Markets are priced correctly.
Modern Portfolio Theory
Diversify globally.
Market Factors
Own more small, value & high profitability stocks
Behavior
Avoid emotional investing decisions.
We Believe in:
Focusing on the client – the client’s family, legacy, and future are at stake.
- Offering objective responsible investment management, unaffiliated with any organization or fund company.
- Prioritizing transparency and lower costs by utilizing low-cost index and index-like investment options
- Educating clients on the benefits of long-term investing.
- Helping clients realize that behavior is often the biggest hindrance to long-term portfolio performance.
Our Evidence Based Portfolios™
- Strategic asset allocation as our core philosophy
- Broadly diversified, global portfolios with passive or passive-leaning underlying investments
- Adherence to Nobel Prize-winning academic research on identified risk “factors”
- Use of low-cost underlying investments as much as possible
- Are built prudently for long-term investing
Investor Risk Diagnostic
Evidence Based portfolios provide a simplified approach to creating an asset allocation plan. This questionnaire will help you decide which portfolio allocation may best meet your risk and return preferences.