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 offer low turnover to deliver returns without adverse tax consequences
Research suggests they out-perform the majority of actively managed funds