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INVESTMENT MANAGEMENT

We are here to help simplify the investment process, focusing on a buy-and-hold, low-cost investment strategy where we make portfolio tilts based on 2013 Nobel Prize winner Eugene F. Fama and co-author Kenneth French’s research - A Five-Factor Asset Pricing Model. Ben Felix writes more about this model in his paper “Five Factor Investing With ETFs”. We leverage the teams of CFAs and PHDs within DFA, Morningstar, and Vanguard to compile the best portfolio for your time horizon, financial goals, and appetite for risk. However, we understand that the stock market isn’t the only investment option and enjoy brainstorming through business reinvestment, private loans, and real estate.

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