Our Investment Philosophy

Investing should be simple, but it’s not easy. Unpredictable events move market prices, creating dramatic cycles of greed and fear. Investors who react to these moves are driven by emotions of euphoria and panic, instead of by analysis and insight. 

Unlike many of our industry, who keeps searching for the next clever way to control market outcomes, we help our clients manage their emotions and reduce poor decision making. We provide them the economic intuition behind their portfolios, so they have confidence in where they are going. To help them get there, we keep them focused on a thoughtful and disciplined plan that increases their chances of success, regardless of how the markets are doing.

We do not rely on crystal balls or black boxes. Just sound economic principles, an academic approach to looking at data and drawing objective conclusions, and a healthy dose of humility about the extent of our knowledge. 

To find out how to invest differently, we invite you to start a conversation with us!