Our role is to assist clients in finding and funding a good life. We believe in accompanying our clients through the non-financial considerations that deserve consideration when making financial decisions. A good life is not limited to wealth accumulation and risk-adjusted returns. We believe framing financial decisions through the lens of living a good life, measured by life satisfaction, is likely to lead to better outcomes.
Our portfolio management philosophy relies on academic research that demonstrates that markets are efficient and that prices reflect all available information. The best way to then capture what the markets offer is to have a low-cost, broadly diversified portfolio that reflects the correct risk tolerance of each.