Investment recommendations can be built around stories that “sound nice” or they can be built on decades of financial science… We prefer relying on the data.

Our investment process has foundations in academia and relies on financial science in the pursuit of returns for clients. We don’t offer “the┬ánext hottest stock tip” or a “flavor of the month” investment strategy. Instead, we rely on our philosophy, our discipline, and our continued research to best serve our clients’ objectives in the most efficient manner possible.

Dimensional Fund Advisors is a firm built on this data and they share our same philosophy, you can learn more about them in the video below.