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Dedication
Investment management and financial planning for a limited number of clients is our only business. Client accounts are managed or overseenĀ by principals.
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Direction
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.
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Discipline
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.”