Our Investment Philosophy

Our approach to investing is based on Nobel-prize-winning economic research from noted academics such as Harry Markowitz, William Sharpe, and Daniel Kahneman. We complement their contributions with research from internationally recognized academics Eugene Fama Sr., Kenneth French, and Meir Statman. Using this research, combined with in-depth studies of investor psychology and behavior and 80+ years of financial market data, we have developed an investment philosophy that we call Structured Investing. Structured Investing is a deliberate and thoughtful investment process designed to help our clients achieve their investment goals with peace of mind and confidence.

We believe there are five key concepts that play a vital role in the construction of a Structured Investing portfolio tailored specifically to your goals and needs.

Our five-step process includes the following: