Our Investment Approach
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.