How We Invest

Investors who follow a plan have a higher probability of achieving their goals than those who act on their emotions or make frequent changes based on the events of the day. Our investment committee spends the majority of its time researching and writing about how to utilize behavioral finance in concert with the best practices in portfolio management.

Two of the central tenets of our investment process are portfolio construction and risk management. We believe that thinking and acting for the long-term is paramount and this lies at the center of how we manage client portfolios. Behavioral counseling, a balanced investment plan and consistent communication are the tools we employ to help our clients reach their financial goals.

While long-term returns are the only ones that matter, we recognize that the long-term is not where life is lived. This is why we created a proprietary, low-cost, systematic risk management strategy to ensure that investors can handle periodic volatility without abandoning their investment plan.

With a constant focus on risk management, we’re always looking to balance shorter-term fears with longer-term needs and objectives, so that clients can remain comfortably committed to their plan.