We Think Differently About Investing
We help investors achieve more consistent results by relentlessly using repeatable and predictable processes.
I believe that building wealth is more about managing risk than seeking outsized returns and that human emotion is detrimental to long-term portfolio growth. I believe that academically researched, systematized models deployed with rules-based accuracy deliver long-term investing success.
Thanks to the FinTech revolution, investors can now trade commission-free, purchase fractional shares, and through ETFs, invest in virtually every asset-class and industry.
Unfortunately, investment advice is often still based on an outdated 70-year old theory that not fit the real-world needs of investors.
My mission is to provide investors with a better approach- an approach that provides better results with greater predictability, higher returns, and lower risk.
We apply the scientific method to investment management. Our investment strategies are based on academic research and its practical application. We seek real-world evidence and design our strategies using a rules-based framework that is quantitative and free from human emotions.
We believe that risk-management is the most critical element of investment management. The simple laws of compound growth and the sequential nature of investment returns, demand that downside risks be kept to a minimum. Our approach goes beyond traditional methods and looks deep into “process risk”.
The short version– "I have spent my entire 30-plus-year career in the investment industry. I became interested in systematic portfolio management strategies back in the ’90s when online securities databases were becoming more available.
In 2004, I had this crazy idea to begin publishing models that I was using within my wealth management office. We were having great success with the models and I wanted a way to help more investors. It turned out, investors were interested and I have been publishing models ever since.
While I have lost track of all of the investment books that I have read, my approach today has largely been influenced by what I have learned from studying William O’Neal, James O’Shaughnessy, Stan Weinstein, and Tom Dorsey."