Our Investment Philosophy

Our investment philosophy is rooted in decades of research analyzing financial markets, portfolio construction, and behavioral finance. Partnering with leading research firms we construct portfolios with risk tolerance in mind. We believe in the following core tenants of Dimensional Fund Advisors' research:

• Embrace market pricing
• Avoid market timing
• Resist chasing past performance
• Let markets work for the investor
• Consider the drivers of returns
• Practice smart diversification
• Manage emotions
• Look beyond the headlines, focusing on long-term investing
• Focus on what we can control
  

Each portfolio is aligned with the financial plan to create a coordinated strategy with the client’s goals in mind. We believe aligning risk tolerance with your investments is critical to long-term success. Portfolios are constructed to minimize drags by focusing on low internal expenses and efficient tax management. We believe long-term wealth is best built with a focus on the small details.