Firm Principles

  • Independent advice with duty solely to the client. We avoid the conflict described by Jack Bogle: “You cannot serve two masters.”
  • Investment decisions are based on valuation and expected future real returns, not momentum or fads.
  • Transparency drives our fee structure and client reporting of investment results. Our asset-based fee is assessed quarterly and is the sole compensation received by our firm.  Our clients receive a quarterly report of investment results with actual returns, net of fees, compared to relevant market benchmarks.

An Academic Approach

An Academic Approach

No riskless position

Requires discipline

Incorporates client's goals

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