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Our Investment Philosophy

When managing investments for our clients, we believe in the collective knowledge and power of the markets as a strategy to build and maintain wealth. The cornerstone of this philosophy is based upon accessibility to 40 years of Nobel Prize winning market research focused on delivering risk-adjusted market returns across different markets and different periods of time. Our disciplined approach to investing is designed to avoid high-turnover portfolios and seeks low-cost alternatives. Also, we strongly believe our interests should be aligned with the success of our clients. To learn more, please review the videos below:

Our Investment Philosophy in a Nutshell

Applying Science to Investing

Can People Predict a Good and Bad Time to Buy a Stock?



Morningstar recently issued a new Stewardship Grade for DFA. Read their report below.