Investment Philosophy

How could an investor have outperformed 100% of the time in the longest bear markets?

Here’s my story.

How many times did the Wall Street consensus predict a market drop? "A spectacular zero."

Simple portfolios continue to consistently outperform top endowments.

It’s not enough to follow someone’s advice to invest in index funds. Actual passivity contradicts the trustee’s duty to act as a prudent fiduciary. Passive investment products are potentially as complex as any other, and prudence demands careful evaluation.

More than products or models, financial advice is about helping clients reach their goals.