Investment management and financial planning for a limited number of clients is our only business. Client accounts are managed or overseen by principals.
Consultative Asset Allocation advice based on modern financial theory and empirical evidence. Asset Allocation is the primary determinant of rates of return and cumulative wealth.
Rigorous adherence to agreed upon Asset Allocation Policy. No market timing. Investment choices based on modern financial theory and solid empirical evidence.
“The new model of investing: the science of capital markets.”