Our trademarked wealth planning process brings clarity, relevance and action toward what matters most to you. We help you understand the process we follow so that you are confident to let your money work.
We partner with some of the academic elite in the field capital markets and finance to ensure we make the best decisions for you.
We use four factors to construct our investing plans:
- Stocks outperform bonds over time – Stock Premium
- Small cap stocks outperform large cap stocks over time – Size Premium
- Value stocks outperform over growth stocks over time – Value Premium
- Profitable companies outperform less profitable companies over time – Profit Premium
The markets are efficient and beating them over the long haul is difficult. Ensuring we use globally diversified portfolios is key.