4425 South Mopac Building II, Ste 300C
A goal-based investment focus with an empirical foundation.
Our commitment to investment clients is to deliver a better investment experience than a client would have alone, increase the probability that our clients achieve financial success, and help them avoid the behavioral tendencies that can lead to poor investment decisions.
Below is the foundation for our investment decisions.
Success is determined by meeting financial goals, not beating indexes.
A disciplined process is more important than short term tactical decisions.
Investment decisions are based on research, not emotional sound bites.
Our process is focused on maximizing the areas that we can control and that have a meaningful impact on long-term investment success, and minimizing the risk of areas that are less controllable and that have less of an impact on investment outcome.
We design portfolios with a blend of low-cost, efficient investments with high conviction investment strategies that have a consistent, fundamental process.
Our process focuses on three distinct risk groups: preservation, market, and opportunistic asset segments.
Based on forward-looking market guidance, portfolios are dynamically adjusted for changing market expectations.
An integration of low cost ETFs for a globally diversified core and complementary active managers.
We believe there are five core areas where we can generate value for our clients. Based on industry research, it has been shown that when successfully implemented, advisors can deliver excess value of up to 3 percent per year for their clients. This is called the Return on AdviceTM .