HomeKey Thoughts for Accountants, Attorneys, and Insurance ProfessionalsInvestment Overview By applying our evidence-based approach, we remove much of the mystery surrounding investing. Our techniques are time-tested, and we take a disciplined, balanced direction that helps minimize the emotion and background noise that can be so dangerous to investors. Instead of focusing on market-timing strategies and an individual portfolio manager’s ability to “beat” the market, we aim to take advantage of an academically proven method of investing. Developed by leading academics over the past 60 years, our approach focuses on effective asset allocation, disciplined rebalancing, and thorough risk analysis. Please review Important Disclosure Information set forth in the last section of this web site.