Evidence Based Investing Model + Knowledge
Our investment plans are fee-based, highly diversified and low-cost. We employ evidence based investment strategies developed from decades of academic research in financial market theory that utilize the mutual funds of Dimensional Fund Advisors. Our financial advisors believe that combining a disciplined investing approach and a variety of different asset classes will deliver a satisfactory long-term return while also managing risk. This ultimately leads to a sustainable investment strategy. We help clients achieve their financial goals by overcoming the pitfalls of emotional investing by avoiding practices such as trying to time the markets and chasing hot funds and asset classes. In its place, we implement a disciplined and well-diversified portfolio that takes advantage of the benefits from random asset class movements and primarily utilizes DFA and Vanguard mutual funds.
