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Our Core Beliefs
Our core beliefs reinforce our mission: empower investors through education.
Transparent
Transparent
We want investors to understand our approach.
Systematic
Systematic
We use systems to minimize human error and bias
Evidence-Based
Evidence-Based
We seek to find the truth via rigorous research.
Affordable Alpha
Affordable Alpha
We seek to deliver high after-tax after-fee returns.
We Are Nationally Recognized for Doing Things Differently
Ready to Invest?
Save for Retirement
A global diversified portfolio that reflects our best research.Active Asset Allocation
$100k Minimum
Managed Accounts
Focused Factor Exposure
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