Our Philosophy &
Our Philosophy = Creative Thinking + Scientific Rigor + Emotional Intelligence
Our investment philosophy draws from design methodology, scientific method and behavioral finance. Design methodology helps our team think creatively when building and adjusting portfolios. It encourages us to question the status quo and stretch for new solutions. The scientific method requires us to draw conclusions through process and evidence, not hearsay and hope. And finally our ongoing study of behavioral finance helps us marry creative thinking, facts and emotions. This results in a winning formula: Creative Thinking + Scientific Rigor + Emotional Intelligence. Boiling this down into practical terms, we look for the best solutions on an after-tax, after-fee, risk-adjusted basis.
Our open-minded, data & EI approach has resulted in a wide menu of investments that we use in portfolios:
We are a tight-knit team that meets weekly to discuss and implement investment strategy. We are also fortunate that our headquarters is near LAX airport as we frequently have face-to-face meetings with Vanguard, Blackstone, Capital Group, Fidelity, Blackrock, Nuveen, Neuberger Berman, Goldman Sachs, etc.
We always consider your unique combination of needs and preferences to customize portfolios. We have also identified common goals and objectives for which we have developed model portfolios. This approach allows us to make immediate changes across accounts resulting in better performance for our clients.
Our model portfolios are designed for these objectives: