Markets historically compensate investors for the risks they take – but a long-term time horizon is needed.

It’s easy to get spooked by market downshifts. Easy to think that playing the market is your best path to financial security.
But this short-sighted emotional reaction typically costs you in the long run:

Over the 20 years ending in 2018, the average equity fund investor underperformed the S&P 500 by 174 basis points. (DALBAR 2018 Quantitative Anlaysis of Investor Behavior).

Markets historically compensate investors for the risks they take, but a long-term time horizon is needed.
We’re committed to seeking these rewards through the calm, disciplined approach of strategic investing.
While each of our portfolios represents a different angle in the market, each is designed with the long game in mind.
Ours is a rational, steady hand – with the goal of maximum financial returns.

The structure of ETFs gives easy insight into their target market exposure, and a real-time gauge on their value. ETFs are also typically more flexible, cost-effective, and tax-efficient than other investment vehicles with:

Lower Expense Ratios

and potentially higher long-term returns.

No Cash Held to Pay Shareholder Redemptions

so more of your money is invested.

Greater Tax Efficiency

so the investor decides when to realize capital gains

Daily Fund Holding Disclosure

for transparency in what you own.

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