How do our clients "Invest Better"? It's by filtering out the hype and concentrating on only the things that research proves out as true. This means we use the latest academic research to build portfolios designed to succeed. It also means adjusting to crazy market cycles and economic situations using the opportunities that present themselves. But most importantly, it means designing portfolios our clients understand, and feel comfortable with, and allowing them to sleep at night, no matter what the market conditions.
The Invest Better Process
Our investment committee is made up of over 50 years of experience, a CFA, CFP, CPWA, and CPA. That's a lot of expertise that ensures the strategy and implementation are top-notch. Our four guiding principles are:
What Does It Actually Look Like
Our SMARTPortfolios are made up of core holdings that emphasize the latest academic research on driving strong returns. This means concentrating more on some stocks than others, but also not taking more risk than necessary to achieve the needed results.
Our portfolios also then overlay additional strategies designed to guard and protect the portfolio from key risks in the market. This may be expected stock market volatility, rising interest rates, or political uncertainty. These adjustments not only protect the portfolio but allow our clients to be confident that now matter what the future holds, their portfolios are designed to succeed.