Our Philosophy and Methods  

A Focused Investment Approach

Our investment approach is derived from rigorous, on-going academic research by the world's leading financial economists. Using institutional passive asset class funds, we help you implement a disciplined, long-term investment strategy that not only is sensible and logical, but is cost effective to develop and maintain.

Fee-Only Investment Management

By charging an hourly rate or an annual fee for our services based on total portfolio value (rather than a commission to buy and sell assets) our interests are aligned with yours - to preserve and increase your portfolio's value.

You are in the Driver's Seat

You have the choice of holding your account wherever you desire and you can execute your plan as you wish. However, if you would like us to handle the implementation of your plan, you only need to grant us Limited Power of Attorney to execute transactions on your behalf, you remain in control of your assets.