Investment Strategy

A global strategy with
a personal focus

Our Investment Strategy integrates the following four elements:

The Efficient Market Hypothesis

Free and open markets incorporate all information quickly and security prices follow a random walk model.

The Three Factor Model

Three factors explain approximately 90% of a portfolio’s performance.


Measure and quantitatively design for the client’s personal risk tolerance and time horizon.

portfolio design

Applying science to the components of a portfolio to maximize return per unit of risk.

The final key

The final key is to apply each of the above to security markets around the world with a scientific balance of how much capital goes to each market. The first four chapters of the book, Great Minds. Great Wealth. Great for Your 401k., each discusses their appropriate layer of the pyramid in depth.

Contact Us to learn how to become a more savvy investor

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