Our unique investment management strategy relies on an evidence-based approach and a core-satellite portfolio structure.
We build customized investment portfolios based on each client’s unique needs, goals, and risk profile. These personalized parameters guide an asset allocation of stocks, bonds, and other securities. This allocation is specific to your requirements for income, capital growth, and legacy plans.
How We Invest
Our straightforward, transparent approach to investing allows us to control risk more effectively, maintain flexibility, and manage costs. We synthesize complex analysis into the most effective and efficient investment vehicles we can find.
Investments that get the job done at the lowest possible cost ultimately translate into better net returns.
Our investment approach is unique in two ways:
I. Evidence-Based Approach
We believe overlaying complex Wall Street investment schemes only adds cost, dilutes returns, and can increase risk.
Instead, we apply a research-driven, evidence-based method to better manage how decisions are made and to ensure they are made in your best interest. Managing investments in-house allows you to work directly with us, the people responsible for making the investment decisions on your account.
II. Core-Satellite Portfolio Structure
Our proprietary core-satellite portfolio structure blends active management of individual stocks and bonds with low-cost index funds to give you more control over performance.
Using this structure, we parse the portfolio into a portion dedicated to a low-cost index strategy for broad market exposure. Another piece focuses on the active management of individual stocks, bonds, and non-core assets. This benefits your portfolio by giving it effective diversification, better consistency, and control over taxes and other costs.
“Financial markets continue to be driven by the elusive search for alpha, or outsized returns. We bring a healthy skepticism about the investment landscape and pride ourselves on our ability to see through the noise and self-promotion to effectively isolate fads from valid investment opportunities.”
David Goodson, Co-Founder, Managing Director, and Chief Investment Officer