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Our CORE+ portfolios are based on Nobel Prize-winning academic research suggesting evidence-based investing over active management can help clients best achieve their financial goals. We determine your investment objectives, risk tolerance, and other relevant information at the beginning of our advisory relationship. According to your risk tolerance and investing objectives we may invest your assets according to one or more model portfolios developed by our firm. Our portfolios are built using different public and private options available in the marketplace to accomplish your financial objectives.
Public markets provide good returns yet few capture the returns offered.
Diversification is the only free lunch in investing and more is typically better. Diversification helps reduce uncertainty and capture the returns global markets offer.
Academics have identified specific asset types that offer higher risk adjusted returns that can be reliably captured over time with prudent portfolio construction.
Academics are the best source of reliable financial information as they are only incentivized to explain the way the world works, we monitor academia for its best ideas.