What I Do

I believe that our investment methodology must be rooted in solid academic research conducted by the best and the brightest researchers and investors. We are incredibly proud of the portfolios we manage on behalf of our clients. Our job is to build goal oriented portfolios with an emphasis on historical context, situational awareness and common sense. We prize evidence over excitement and durability over everything as we look to withstand a wide range of market environments. The main focus of our client’s investment plans center on portfolio construction and risk management, while always keeping in mind costs and tax efficiency. The following belief system guides every step, every interaction and every decision we make on your behalf: