Investment Consulting

We believe investors have a natural tendency to invest based on emotion. Some money managers subscribe to the same approach, seesawing from one market segment to the other, often in a frenzy to buy and sell, and not always mindful of the risks, costs, or tax consequences.

Our investing philosophy takes what we believe to be a different, more rational approach. It’s built on the collective thinking and research of Nobel Laureates and some of the most respected academics in modern history. The result – what we believe is a more focused and disciplined investing experience.