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Our Investment Approach

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

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