We don’t pretend to be all things for all people. In fact, we will not necessarily be a good fit for many people. We do not adhere to the narrative you need a forecast or prediction about the market direction, what is the best performing stock or fund, or what the Fed might be going to do next. We believe that Free Markets are efficient, that only new information is going to change prices going forward, that no person or entity can consistently and accurately predict where the market is going or what the next greatest stock pick is going to be.

Investing can be one of the most complicated aspects of your financial life. It may seem daunting because many people don’t know the right questions to ask when it comes to investing.

As a result, here is what we DON’T do: Stock-picking, Market-timing, Track-record investing.

What we do offer are “Free Market Portfolio” investing strategies based on over 70 years of academic research and Nobel Prize-winning economic theories. This is a disciplined approach to lifelong investing and provides the investor with the foundation that may assist you in achieving peace of mind regarding investments.

The “Free Market Portfolio” strategies are based on three academic principles: Efficient Market Hypothesis, Modern Portfolio Theory, and The Three-Factor Model. Together we believe these concepts form a powerful, disciplined and diversified approach to investing.