Our Approach

Our investment approach is based on the philosophy that:

  • Financial Markets Work
  • Security prices incorporate all publicly available information
  • The probability of identifying a superior active manager is very low
  • Diversification is key
  • Risk and Return are related
  • Portfolio Structure explains performance

Therefore, our approach is to build a balanced portfolio using core and asset class funds in collaboration with Dimensional Fund Advisors (DFA). We design portfolios to help our investors capture what the market offers in all its dimensions. We see markets as an ally, not an adversary. Rather than trying to take advantage of the ways markets are mistaken, we take advantage of the ways markets are right—the ways they compensate investors. The strategies we incorporate to capture the capital market rate of return are as follows:

  • US Equities
    Core and asset class strategies have been developed that provide structured exposure to specific risk factors.
  • Non-US Equities
    The benefits of multifactor investing are evident in equity markets worldwide.
  • Fixed Income
    The primary purpose of adding fixed income to a diversified portfolio is to reduce volatility.
  • Global Strategies
    Investors may choose a single, globally diversified portfolio suited to their tolerance for risk.
  • Separate Accounts
    Customized tax-managed accounts can be developed to diversify existing portfolios.
  • Prices & Distributions
    Daily closing prices and fund distributions.
  • Performance
    Year-to-date and average annual total returns.