Investment Philosophy

Our investment philosophy is an evidence based approach backed by 10 Nobel Prizes in economics.

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If you could improve expected returns and reduce your risk, would you?

Investment Philosophy

83% of stock mutual fund managers failed to outperform their passive benchmark in the 10 year period ending in 2016.

How will you conservatively preserve and grow your wealth when the odds are stacked against you?

We believe that the most important way to manage money long-term is to have an investment philosophy that is guided by academic science.

We leverage insights from some of the greatest minds in economics and finance including Nobel Prize winning economists Dr. Harry Markowitz, Eugene Fama, and William Sharpe.

As a result, we believe our approach may provide you with a higher probability of long-term success.