Investment Philosophy

A simple framework for our investment beliefs.

Markets are efficient. Respect the evidence: it is enormously difficult to consistently “beat” the market.

Simple models outperform expert forecasts.

Use factors to improve expected returns.

Choose investment risks thoughtfully.

Avoid market timing: rebalance systematically.

Diversify meaningfully across asset classes, approaches, and geographies.  No big bets.

Costs matter; seek out low-cost investments. Only pay up for active share.

Taxes matter. Always consider tax-advantaged accounts and strategies.

Build a portfolio you can trust, then ignore the noise.

Discuss Your Investments
Robinson Crawford, CFP®

Any other questions?

A great advisor prioritizes his clients’ values and aspirations above all else. My job is to listen, understand, and work alongside you to ensure that your money works for you - not the other way around.