Our Investment Approach

Magnifying glass evidence

Investing Based on Facts, Not Emotions
We don’t think emotions should have a role in making everyday decisions about your investments. Nor do we believe portfolios should be built based on speculation and unreliable predictions about the future. Instead, we rely on evidence-based and time-tested strategies backed by academic rigor to build a plan that helps you meet your goals – not to mention help you sleep better at night. 

Freedom to Choose
As independent advisors, we are not tied to specific mutual fund families or proprietary investments. We have the freedom to choose how to invest, and have vetted thousands of providers so that we can select investment options based on what’s right for you and what we think gives you the best odds of investment success.

That’s why our partners include companies such as Dimensional Fund Advisors. DFA is best known among institutional investors, and is a pioneer of an investment approach that seeks to improve upon the performance of indexing by emphasizing areas of the market that are associated with higher historical performance and higher expected future returns. Watch these videos to learn more.

Applying the Science of Investing
An introduction to Dimensional for Investors, this video underscores how science has transformed every aspect of our lives, including investing.



Controlling What You Can Control
David Butler, Head of Global Financial Advisor Services at Dimensional, recounts a personal story of how he came to view markets and investing early in his career.



The Evolution of Indexing
David Booth reflects on the development of indexing, its positive impact on the investment world, and Dimensional’s differentiated approach.