Evidence-Based Investing is the Foundation of Our Philosophy
Through our evidence-based investment approach, our goal is to can help identify which investments are more likely to succeed based on objective criteria, and which investments involve unnecessary risk and expenses. Our portfolio methodology follows a four-step, multi-layered process with the goal of helping build a better portfolio and increased peace of mind for our clients.
Although concepts like investing for the long term, diversification, and staying in your seat don’t sound flashy, they are primary cornerstones of our philosophy. We structure our steady investment approach to anticipate rocky inclines and uncertain times, not just tranquil waters and sunny skies.
We do not take custody of any accounts or assets, nor do we sell any investment products. We do offer clarity on your options and personalized planning that helps you pursue your goals. If you are like most university professionals, you may have several investment accounts—and just as many quarterly statements—to arrange and understand. We know it can be difficult to manage all these accounts as one portfolio.