Broker Check

Investment Philosophy


We take an evidenced based approach to investing.  We believe that the key to successful investing is to own equities, diversify and reallocate without relying on market timing, stock picking or track record investing.


Our philosophy is that investments must be proven to increase the expectation of return and decrease the expectation of risk.  We only recommend investments in a portfolio that meet both of these criteria based upon empirical data and academic research.

By minimizing investment risk and creating more tax efficient portfolios, we believe your assets will be better positioned for growth.


“Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.”  Paul Samuelson, Nobel Laureate in Economic Sciences (1970)