Learn more about our Nobel prize winning investment strategy backed by decades of academic research. We are independent, fee-only advisors who have accepted the Fiduciary standard for our clients. We have a legal responsibility to place your interest before our own. We work for you and are compensated only by you.
We do not receive commissions or incentives for the investment advice we provide. Each client is assigned a team of experienced professionals including a CPA, investment advisor, and estate planning attorney that work together continually addressing each component of the wealth plan. These coordinated services are included within our standard fee.
We do not receive commissions or incentives for the investment advice we provide. Each client is assigned a team of experienced professionals including a CPA, investment advisor, and estate planning attorney that work together continually addressing each component of the wealth plan. These coordinated services are included within our standard fee.
Services
We are independent, fee-only advisors. We work for you and are compensated only by you. We do not receive commissions or incentives for the investment advice we provide. We are free of conflicts of interest allowing us to recommend the best strategies to preserve and grow your wealth. As a Registered Investment Advisor, we are bound to a fiduciary standard that was established by the Investment Advisors Act of 1940.
Each client is assigned a team of experienced professionals that work together to make sure every financial, investment, tax, and estate planning need is continually addressed and each component of the plan is coordinated across disciplines. Our plans include the integrated services of a CPA, estate planning attorney, and financial advisor under one roof as part of your advisory fee.
Our planning starts with a written, goal-based plan. We spend quality time with you to ensure we understand your investment goals. Once the goals are identified we work backwards from end goals to the present in determining the appropriate strategies to accomplish the goals. We simulate thousands of possible lifetime-return scenarios to provide the highest statistical probability of attaining your financial goals.
Our investment philosophy is backed by more than fifty years of academic research and Nobel Prize winning theory. We see markets as an ally, not an adversary. Rather than wasting time trying to discover ways markets are mistaken, we take advantage of the ways markets are right. The asset allocation decision is shown to be by far the largest determinant of variation in returns.
We intentionally limit our number of clients so we can remain a "small by design" boutique firm, providing a concierge service for all financial and investment matters. When complicated aspects of our financial lives are coordinated into a single, organized plan, it results in a superior investment experience and better quality of life.
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