Our investment philosophy

(in 100 words...)

1. Live below your means.

Your money can make more than you can...but only if you save.

2. What's good for you, isn't good for me.

Give each dollar a "use by" date based on your specific priorities. Build an investment strategy to match.

3. Be the house, not the gambler.

Diversify. Focus on what you can control. Minimize taxes. Minimize costs. Minimize complexity.

4. Stay the course.

Human nature can derail even the best portfolio. Those who ignore financial history are condemned to repeat it. Knowledge builds discipline.

5. Good ideas aren't enough. Execution wins the game.

A systematic evidence-based process trumps sporadic strategizing.

Subscribe to our monthly newsletter

The 1%'s strategies for your family

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.