Investment Philosophy

Our investment philosophy is both sophisticated and straightforward. We typically use low-cost institutional managers who construct “asset class” mutual funds and/or “core” equity funds, and we diversify broadly to significantly reduce non-market risks. The most important factor determining your investment outcome will be your asset allocation. Once you have determined your asset allocation, the next step is to select the investment vehicles that you will use to implement your portfolio strategy.

Two important principles of prudent investing should guide this selection and, in essence, are the same principles reflected within Modern Portfolio Theory:

  • Principle 1:  The power of diversification (read more)
  • Principle 2: Staying invested (read more)

So, how is our investment philosophy doing? You may be interested in our Fund Performance report as of






We are eager to continue the conversation, please contact any one of our advisors.

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