Our Philosophy

We can reduce risk without reducing expected return.

Everything begins with quantifying risk. If you are not quantifying risk, you are likely taking too much of it. Our DataDriven Processhelps us achieve lower volatility portfolios.

Two investors start with $100,000.

Both average 5% returns.

Can one make more money?

Slow and steady wins the race.

It's a mathematical fact that the investor with lower volatility will have a higher compound return.

Both investors average 5% returns.

Investor A is up 4% one year, up 6% the next and repeats this cycle. Investor B is down 10% one year, up 20% the next and repeats this cycle.

Investor A wins the race.

Investor A ends with $265,089 after 20 years.

Investor B ends with $215,892 after 20 years.

Learn more about our philosophy as it relates to our process and portfolios.

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