Investment Management

Our investment approach is an extension of our core belief: to provide clients with the most valuable investment advice, we must understand what investment strategies are most likely to succeed. This understanding can only be gained through an examination of the available evidence. This process of examination, called Evidence-Based Research, is the basis for our investment strategy.

The knowledge gained through this process is carefully evaluated and implemented by Personal Financial Advocates who have taken the time to understand the difference between meaningful academic studies and subjective, agenda-driven research. This means our advice is much more than just another opinion on investing. Instead, our investment advice is substantiated with extensive back-testing, decades of research, and overwhelming academic and empirical support.

The perfect portfolio does not exist, yet there is a portfolio that is right for you. Helping you to arrive at the right portfolio takes a deep understanding of your circumstances, the latest academic research, and incorporating the most effective, diversified, low cost investment vehicles available.

It is our job to make things clear, organized and easy to understand so you can be sure you are taking the right steps toward realizing your goals, while taking only the risk you need in order to achieve them.