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Our Core Beliefs
Our core beliefs support our mission to empower investors through education.
Transparency
Know what you own
We want investors to understand our approach.
Systematic
Minimize Behavioral Bias
Systematic decisions can minimize behavioral errors.
Evidence-Based
Intellectual Integrity
We seek to find the truth via rigorous research.
Win-Win Focus
Affordable Alpha
We seek to deliver high after-tax after-fee returns.
Our Approach is Gaining Recognition
Ready to Invest?
Retirement Portfolio?
We seek to deliver a diversified downside-protected retirement solutionActive Asset Allocation
$100k Minimum
Managed Accounts
Tired of Closet-Indexing?
We seek to deliver high conviction value and momentum factor exposuresFocused Factor Investing
No Minimum.
Exchange-Traded Funds
Tax-Efficient Alternatives?
We seek to deliver tax-efficient and transparent alternative solutionsTax-Efficient Solutions
$1mm minimum
Managed Accounts