Overview
Most individuals, indeed most financial planners, have no investment philosophy and their portfolios are a random mix of products that have been purchased over the years with no discernable rationale for their existence. We want to change that!
Our philosophy can be labeled as the “Endowment Portfolio Theory”. Simply put, we want to see more individuals invest like the big boys. Large institutions or endowments (i.e. Yale, Harvard, Stanford, etc.) have been achieving stellar returns with low volatility for years. These large money managers have figured out how to lower portfolio volatility while sustaining above average performance.
