For decades, research on active management has shown that it provides no value to portfolio performance. The best way to obtain long-term performance is to diversify portfolios, minimize costs and maintain optimal market exposure in each asset class.
We build passive, tax-sensitive portfolios with low turnover. With this approach, portfolio construction becomes a product of research-based analytics on market efficiency, leading to capturing market returns over long periods of time.
Why Passive Funds and ETF's?
They’re low-cost
They offer low turnover to deliver returns without adverse tax consequences
Research suggests they out-perform the majority of actively managed funds