Asset allocation, portfolio management & investment selection

“Beware of false knowledge; it is more dangerous than ignorance.”
– George Bernard Shaw

Our transparent, evidence-based investment philosophy has seen us achieve consistently strong results and successfully protect client portfolios against volatile markets.

Many firms in the money management industry try to predict the daily, weekly or monthly movements of financial markets. We don’t. Over 50 years of research has confirmed that this is an impossible task — irrespective of a firm’s size or how many analysts it employs.

However, we also know that accurate forecasts aren’t necessary for a successful long-term investment experience. Wealth is neither created nor preserved by merely moving money from one investment to another, from one asset class to another, or from one money manager to another.

We offer a high-quality business investment solution that is:

  • Broadly diversified, low cost, and tax efficient.
  • Disciplined and structured — so we aren’t ‘gambling’ with your money.
  • Based on credible academic research — for a competitive edge in volatile markets.

This method is proven to be the most effective for protecting and growing your wealth and achieving your goals.

Science-based approaches to constructing portfolios are beneficial, but patience, discipline, and human emotion are what ultimately determine the success of our investment strategies.

This short video explains how security prices are set—and change—based on the collective knowledge of buyers and sellers. Armed with this information, investors can be more confident about the power of the financial markets.

We’ll hold you accountable to your investment plan through ongoing support and significantly improve its chances of success.

Ready to get the best return on your life?

Contact us