Investment Management

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.

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  • Contact Us – Charlotte

    704.364.4241
    2201 South Blvd., Suite 310
    Charlotte, North Carolina 28203
  • Contact Us – Burlington

    336.395.8297
    109 E Front St., Suite A
    Burlington, NC 27215
  • Contact Us – Washington, D.C.

    202.750.8357
    1411 H St. NE
    Washington, DC 20002
  • Contact Us – Statesville

    704.883.0285
    114 N Center St #200, Suite 310
    Statesville, North Carolina 28687
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