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