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Investment Management

We take an evidence-based approach to investing. Avoiding short-lived investment fads, we instead focus on the efficiency of the global markets. Markets work, and we know how to put them work for you. By diversifying across the global markets you are able to capture market rates of return but with lower risk. Overall the goal is to limit fees, turnover, and taxes (i.e., by being tax efficient), and be globally diversified so as to avoid exposing your portfolio to uncompensated risk.

Our investment philosophy focuses on these fundamental strategies:

  • Minimize fees
  • Maintain broad global diversification across asset classes
  • Minimize turnover
  • Invest globally in the global markets where expected returns come from