why choose us

Trust

Our firm is structured as an independent, fee-only RIA. In addition to upholding a fiduciary standard, this means we do not push any particular firm's products or services and we do not receive commissions that could bias our advice.

Competence

Our deep analytic expertise gives us an edge over other firms. We construct superior passive portfolios based on the principals of quality- and value-investing while avoiding subtle but costly index issues most advisors do not know exist.

Service

Delivering investment performance without personal service is like selling a new Ferrari with no paint. Enjoy the benefits of our personal touch and transparent approach so you can experience the ultimate peace of mind.

Simplicity

Our more structured approach to investing allows for more simplicity and transparency than the statistical approaches most advisors employ. This lets our clients better understand their financial plans and investments.

Focus on your priorities.

We take pride in being trusted stewards of your wealth so you can focus on more important matters.

how we operate

Planning &
Advisory

When the stakes are high, you need a partner you can trust with deep expertise. Our experience can help you avoid costly mistakes and make better decisions at each stage of your investment process.

Investment
Management

Whether we develop your own personalized index for the ultimate in customization or help you select funds and managers, our expertise can help you improve the performance of your investments.

Research &
Education

Research and analysis is in our DNA. Our research and educational programs can help you with everything from formulating investment policy to analyzing investments.

Different clients. Different needs.

We provide a degree of customization other advisors cannot with off-the-shelf funds and products.

Research

We are a research firm at heart and take nothing for granted. Anything less compromises performance and peace of mind.

  • October 2016
    Mild Debunking of Sharpe’s Logic
    This article exposes significant issues with the logic behind William F. Sharpe's “The Arithmetic of Active Management” which condemned active managers to underperform the market in aggregate.
  • September 2016
    Structured Financial Planning
    Our Structured Investment Income (SII) strategy attempts to extract the primary advantages of annuity and SWR strategies while addressing two of their major drawbacks: costs and market dependency.
  • June 2016
    The Non-credit Crisis
    The financial crisis was not the primary driver of the market’s 50% collapse. The real 800 pound gorilla facing markets at the time was overvaluation.

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