Our Investment Approach

Magnifying glass evidence

Investing Based on Facts, Not Emotions
We don’t think 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. 

Our Partners: Dimensional Fund Advisors and Vanguard
As independent advisors, we have the freedom to choose how to invest. That’s why we have partnered with Dimensional Fund Advisors and Vanguard after vetting thousands of investment providers. Vanguard is well known as the pioneer of low-cost index investing for individual investors. Dimensional is best known among institutional investors and is a pioneer of a similar approach that seeks to improve upon the performance of indexing by emphasizing areas of the market that are associated with higher historical performance and higher expected future returns. Watch these videos to learn more.

Applying the Science of Investing
An introduction to Dimensional for Investors, this video underscores how science has transformed every aspect of our lives, including investing.



Controlling What You Can Control
David Butler, Head of Global Financial Advisor Services at Dimensional, recounts a personal story of how he came to view markets and investing early in his career.



The Impact of Indexing
David Booth, founder and CEO of Dimensional, reflects on the early days of index investing and explains its significance and impact on the investment world.