Our Personalized Navigational Approach
Portfolios are constructed from an economic rationale for diversified sources of return. They utilize a combination of common stocks, individual bonds, and broadly diversified smart beta and multi-factor exchange-traded-funds (ETFs).
Our investment process has always been founded on analytical thinking. This fact based approach continues to this day - it has simply evolved with technology and available securities.
The good news is that investments have evolved by incorporating research and technology to build on the existing academically rigorous approaches.
Smart Beta & Multi-Factor ETFs provide the same analytical capabilities, yet in a more efficient and customizable manner with the added benefit of being low cost and tax-efficient.