We take an objective-based approach so that portfolio construction is carefully selected and tested to pursue real-life investment objectives. The portfolios are designed for tax-efficient wealth accumulation along with income distribution during retirement.
We believe that investors can have a successful investment experience without having to outguess the market. We trust market prices and apply a scientific, transparent, and process-driven investment approach to pursue higher expected returns. Our investment managers have forged deep working relationships with top academics in finance, including Nobel laureate Eugene Fama, fellow researcher Kenneth French, and other leading academics, who serve as directors and consultants to the investment management firm we employ for clients seeking wealth accumulation.
For clients in their retirement phase, portfolios are constructed according to our clients’ real-life investment objectives, often seeking to preserve as much principal as possible even as they take out monthly distributions to maintain their lifestyle needs.
