Investment Philosophy

It is important to have a good team, a thoughtful process, constantly examine assumptions, and to maintain a disciplined, diversified, long-term plan.

Smart beta sounds smart but is it?

Maybe we just need to be more open – more transparent about our ability?

Nothing is different related to the long-term effectiveness of simple diversified plans.

Do only only extraordinary circumstances justify deviation from a simple strategy?

An investment strategy that produces consistent Relative Alpha®.