We employ a fundamental and straightforward strategy for managing investments. We believe in the benefits of global asset allocation and the advantages of harnessing the global capital markets. While many advisors take a scattershot approach to investing, we believe in taking an academic and institutional approach to managing our client’s assets.
To support those efforts, we structure portfolios around the dimensions of expected returns, and work with the experts at Dimensional Fund Advisors (DFA). As a result, we focus on portfolio structure, rather than the tactical shifts associated with conventional management to drive the performance of our client portfolios.