A Disciplined Approach
Do you have a disciplined approach to investing? What drives your investment selection process? Are you acting on conflicting advice from multiple sources? Academic research shows that roughly 90% of returns come from a disciplined portfolio design. Our clients receive an investment policy aligned with your circumstances, risk tolerance, needs, and wants. Ultimately, the most successful investment portfolio is the one that helps you reach your goals with the least amount of risk. Our customizable models allow us to tailor a portfolio for you. A disciplined approach to review and rebalance your portfolio will keep you on track. We seek fund companies that share our philosophy of asset class investing and capturing market returns at significantly lower costs. Your portfolio will benefit from like-minded institutional fund companies and exclusive access to Dimensional Fund Advisors (DFA).