sailWhile Wall Street focuses on chasing the latest fads and recent top-performing stocks or money managers, we take a different approach. We look at how the market really works over the long term. Our approach is based on Nobel Prize-winning academic research. Our portfolios are constructed based upon years of academic study as opposed to the latest fad.

Four key considerations that we didn’t overlook, include:

  • Expected return
  • Risk
  • Expenses
  • Taxes

To learn more about our process, click here to download a copy of our white paper, The Informed Investor.