Wealth Management

Many traditional asset management firms are resisting change that will come if they are held to a true fiduciary standard.

Many otherwise rational adults act like herd animals when it comes to investing.

I fundamentally believe that people who work harder should have an advantage. But success in investing is about working smarter.

Simple solutions outperform many complex strategies without compromising simplicity, transparency, or peace of mind®.

And if we paid someone, we'd be compelled to listen to them.

Our approach and philosophy are centered around our belief that keep-it-simple strategies often win.