Firm Overview
Investment Management
Large Cap Growth and Value
Active Indexing
Inflation Hedge
Consulting
Alignment of Interests
Financial Market Commentary
Form ADV Part I
Form ADV Part 2A
Management Team
Privacy Policy
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Our firm's Active Indexing strategy is a cost efficient asset allocation strategy that is designed to provide for the active management of passive investments.  The investment process utilizes proprietary growth and value models in order to identify the most attractive sub-sets of the domestic equity market.  The strategy accommodates domestic, international, balanced or fixed income investment objectives.

Key Attributes:

  • The focus is on asset allocation, rather than individual stock or bond selection
  • Broad diversification
  • Low management fees and low expenses on index securities
  • Academic studies consistently demonstrate that indexing outperforms active management
  • High tax efficiency