Recent Dalbar studies show that many investors earn less on their investments than their respective benchmarks. Why? They let emotion control decision making, they buy high and sell low, they overreact to good and bad news, and they don’t have a systematic process to guide their choices.
Our philosophy is to help you develop a disciplined investment process that is tied to your goals and your comfort for the ups and downs of the stock market. We will emphasize academic research, science and discipline rather than emotion. You may even think our process is boring. But, we feel that helping you work toward your goals is anything but boring!