Our Investment Philosophy follows a carefully designed academic approach to investing called the Free Market Portfolio Theory.

We use the proven strategies of Free Market Portfolio Theory, which is the synthesis of 3 academic principles:

• Efficient Market Hypothesis

• Modern Portfolio Theory

• The Three-Factor Model.

We follow a carefully designed academic approach to investing. Together these concepts form a powerful, disciplined and diversified approach to investing. The result is globally diversified portfolios including over 12,000 equities spread across forty-two countries, designed and engineered to capture market rates of return over specific time horizons.

Through our unique approach on investing, we coach you through a process that ultimately leads you to peace of mind. Our method will not only help you identify the right strategy for you, but will help you keep your decisions and behavior regarding your investments on track for achieving the results you want.