We are a company that stands out from the crowd by virtue of our client relationships, our personalized strategies, and a solid academic foundation that leads to real-world solutions and successful client experiences.
Our investment philosophy has deep connections to a body of research conducted by some of the world’s most respected financial economists. Confidence in the efficiency and resilience of capital markets allows us to think differently about how to invest. A relentless pursuit of excellence in investment consulting means leveraging our relationships with the Zero Alpha Group consortium, Dimensional Fund Advisors, Vanguard, Charles Schwab, the Centre for Fiduciary Excellence, TD Ameritrade, and other respected organizations.