- The danger of bias in your own financial behavior begets a buddy system.
- Incentives are the most critical factor in a financial advisory relationship.
- Great financial advice is data-driven, contextual, and intellectually honest.
- Factors > hunches and evidence > excitement.
We invest primarily in funds managed by independent third party firms.
We have no financial relationship with any of these firms - rather, our research indicates that they offer investment products with value above & beyond their costs.
Investments always include the risk of loss. This page does not constitute a recommendation, endorsement, or advice regarding of any of the aforementioned investment firms, strategies, or funds. Please read fund prospectuses before making any investment.