In the long term, emotion-free value investing works better than qualitative stock picking. Excessive fees are counterproductive. Long term portfolio “alpha” can be achieved by quantitatively “tilting” portfolios to reflect factors demonstrated to outperform traditional indexes. Below are a few links to supportive external research.
We are an independent, fee-only registered investment advisor dedicated to providing unbiased advice to our clients. Our specialty is the design and management of sophisticated, tax-sensitive portfolios for individuals and institutional investors. We seek to produce desirable returns while minimizing costs through proven investment strategies that include separate equity and fixed income securities.
This Summary describes our services and fees and the nature of our practice in general, we encourage you to review our Form ADV Part 2A Brochure and Part 2B Brochure Supplement for a complete and detailed description of our services, our investment philosophy and the backgrounds of our investment personnel