What is your investment philosophy?

We believe you should have a strategy, and that it should fit your situation and your goals. We believe lower risk for the same amount of expected return is better. That’s why we attempt to properly utilize all available global liquid asset classes - a strategy employed by sophisticated institutions for years.

Within US equities, our Tactical Weighting approach improves on traditional indexing by maintaining more evenly weighted exposure to every sector and style. In hypothetical back tests, this methodology outperformed the S&P 500 by over 1.5% annually, and did so with lower volatility.

Active stock picking and market timing hurt many more people than they help, so we are not searching for the next home run or jumping in and out of markets. Fees and taxes matter, so we attempt to minimize both.

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