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Investment Approach

Investing Based on Facts, Not Emotions

We don’t believe emotions should have a role in making everyday decisions about your investments. Nor do we believe portfolios should be built based on speculation and unreliable predictions about the future. Instead, we rely on evidence-based and time-tested strategies backed by academic rigor to raise the probability of delivering superior investment results – not to mention help you sleep better at night.

As independent advisors, we have the freedom to choose how to invest. We believe in providing more than one investment solution rather than being one-dimensional, like most wealth managers. Keeping investment construction, in-house, as well as aligning our resources with partnerships, in a cost effective way is why we have earned the trust of our clients.

Investment Solutions:

Customized Portfolio's - Individual security selection (stocks, fixed income, alternative investments)

Index Investing - Portfolio construction capitalizing on low/NO cost Index funds and ETF's

Sector Investing - Investments that are derived based on a specific sector (i.e, Energy, Technology, Semiconductors, Banking, Environment, Air Transportion, Wireless, etc)

Social Responsible/Sustainability Portfolios's - portfolio’s that strictly adhere to investment strategies which seeks to consider both financial return and social good to bring about social change.

Dimensional Investing - DFA was built on the idea that they could do better than indexing. After four decades since the first index fund was established (1971), Dimensional wants to be evaluated based on "doing better than indexing".

"We are not selling magic. If someone says they can pick stocks, it's like saying, I have some magic. We look at academic research, take what we seem to be robust and develop investment strategies that are simple, easy to understand and implemented in what we think is quite a rigorous way"  -  Eugene Fama - Nobel Laurete, 2013 (Professor, University of Chicago and Director of Dimensional Funds)

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