We have a process called Vision-Focused Investing™ that we use with our clients.  It’s a calm, measured, and systemized approach to evidence-based investing.

We promote passive investing across several asset classes with a long-term approach.  This approach is based on the success built upon academic research, for which the authors received Nobel prizes 30 to 40 years after their research was presented. Why so long?  Nobel Laureates don’t receive immediate recognition because it takes years of application of their research for others to realize that, yes, these people were far ahead of their time with their groundbreaking ideas and discoveries.  We do not invest based upon any new theories or ideas.  We invest through evidence-based investing that has proven successful over time.

We discuss your comfort with different levels or risk, and we want to limit your exposure to an acceptable level of risk.  

Less than 1% of professional stock pickers or market timers are successful over time, and even part of that success can be mathematically attributed to simple luck.  We don’t believe in risking your wealth.

The type of asset class investing that we practice, on the other hand, has a solid basis and a long track history of success.

That’s what we refer to as evidence-based and evidence-backed.

There’s a tradeoff between risk and reward, and we balance your acceptable risk with realistic reward expectations and the goal of balanced growth.  It’s not only about growth, but also the avoidance of loss.  Just like when we consider your whole financial picture, investment growth is great, but what if you lose hundreds of thousands of dollars to needless errors or bad decisions in other parts of your family wealth picture.  That’s why we use an interdisciplinary approach through our Vision-Focused Planning™ process and our Vision-Focused Investing™ process.

It’s how we protect and serve our clients. 

Asset class investing has a number of advantages for clients.  Our approach is evidence-based and evidence-backed.  It’s the approach we feel is in your best interest.

If you have a minimum of $1,000,000 to invest and want to get to know us and learn more about our approach and working with a fee-only fiduciary, please contact us for a consultation.