Our Investing philosophy is centered around global diversification with low fee and low turnover holdings. Our portfolios are grounded on the research and published works from well-known and Nobel Prize winning scholars such as: David Booth, Eugene Fama (Nobel Prize Winner of Economics), Robert Shiller (Nobel Prize Winner of Economics) and Mebane Faber.
Design a globally balanced diversified portfolio integrating your risk tolerance and time horizon.
Evidence based investing utilizing a quantitative approach grounded on decades of leading academic research.
Minimize expense ratios, trading fees and taxes whenever practical.