Investor behavior is everything

We believe that the dominant determinant of the real, long-term returns that people receive isn’t investment performance, it is investor behavior. If this is a concept that is foreign to you or you just don’t believe us, pick up the phone, call us immediately and give us seven minutes. You won’t regret it.

It’s "time in the market", not timing the market. We have never seen statistical evidence for the persistence of performance. We don’t do economic and market forecasting. If your life plan has not changed, then you don’t make changes to your investment portfolio. Have faith in the future. Practice rationality under uncertainty.

If it helps to clarify, consider that we offer complimentary retirement income planning, asset allocation, diversification, rebalancing, portfolio design and selection, and most if not all service. 

We believe that the advice and the value that we provide is worth, by orders of magnitude, more than it costs.

Never heard anything like this before?

If the concept surrounding investor behavior is foreign to you or you just don’t believe us, give us seven minutes. You won’t regret it. Contact us today to learn more.