Evidence Based Investing accommodates investors seeking higher expected returns using financial science to invest in a globally diversified portfolio of rules-based indexes.
Expected returns are embedded in the market itself—letting the collective knowledge of millions of buyers and sellers set security prices. Letting efficient markets do what they do best—drive information into prices—frees us to spend time with clients setting and achieving their financial goals.
It means we take a less subjective, more systematic approach to investing. This allows us to implement consistently through any market cycle.
We have 10 key principles to improve your odds of success which we have documented in the free guide…“Pursuing a Better Investment Experience” which you can download now.
We have outlined the client journey below. This journey is to ensure clients are educated and comfortable with our investment methodology and to manage expectations about how we open and manage portfolios.