Chances are, if you go looking for the next “hot stock” or try to pinpoint the perfect time to get in or out of the market, you’re not going to build wealth. You’re just going to move backwards. We think letting decades of financial research and analysis guide our recommendations is a much better way to invest. Essentially, our investment strategy brings logic and simplicity to your life, so you can focus on the things you can control and ignore the things you can’t.
My investment strategy brings logic and simplicity to your life.
Evidence-Based Investing Strategy
Our investment management philosophy is heavily influenced by the Nobel Prize-winning work of Harry Markowitz and Eugene Fama. We’ve developed a deep understanding of how to best capture the returns of the financial markets. Our approach is based on established facts and real evidence, not empty opinions or speculation. Investment recommendations based on historical, observable market behaviors and prices take emotion out of the equation, and ultimately leads to steadier, more predictable results over the long-term.
We build global portfolios that include stocks, bonds, and where appropriate, real estate and commodities. By diversifying across many different asset classes we’ll help you balance the relationship between risk and return to ensure your long-term wealth goals will be achieved. You can feel confident knowing that your investments are managed by an experienced team of professionals who adhere to a disciplined, time-tested strategy. It’s refreshing to be able to tune out the daily, irrelevant “noise” of the financial media.
My Primary Investment Philosophy Tenets
- Global Diversification
- Risk Management
- Strategic Asset-Allocation
- Long-term Thinking
Efficient Portfolios
We use institutional mutual funds and exchange-traded funds (ETFs) as the building blocks of our allocations. These investment vehicles allow for broad diversification, low costs, tax-efficiency, and minimal trading.
Ongoing Management
Once your investment plan is implemented we’ll monitor the portfolio on a daily basis to make sure your assets are performing according to your long-term plan. We’ll rebalance, make adjustments, and provide tax-loss harvesting as necessary, so you never have to worry about your investments. 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.