ABOUT US
Our Key Differentiating Factors
- We stick to our investment discipline of buying and holding and glacially modifying the portfolio holdings when market valuations support such moves
- We avoid timing or chasing the markets in search of excess returns, which is detrimental to wealth building in the long run
- We build ultra-low-cost portfolios utilizing Exchange Traded Funds (ETFs) and Index Funds in various asset classes and avoid any investments with opaque internal expense ratios that can act as a drag on the returns
- We proactively communicate with our clients giving them a clear understanding of the economic forces at play in the capital markets at any time and our investment strategies to deal with them under the circumstances
- Our investment strategies are academically supported and time-tested, and they seek to compound wealth across the market cycles
