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Modern medicine is evidence-based.
​So is modern finance.

We stand on the shoulders of giants: 

From Harry Markowitz to Claudia Goldin, academics have built their theories on a century of market data.


Whether you choose a Do-It-Yourself approach to managing your investments or you wish to delegate that to us, we will help you implement an investment strategy based on the following principles: 

Low-Cost Investing

You get what you don't pay for. By keeping investment costs low, you keep more for yourself.

Passive Investing

Index-based investment products allow for greater diversification and reduce human error from trying to pick winners.

Efficient Markets

You can't outsmart the market.  Index-based investing allows for the market to work for you, while keeping costs low.

Asset Allocation 

Having a portfolio that matches your appetite for risk will help you stay invested when markets tumble.

Factor Investing

Researchers have identified the various characteristics that distinguish one risk from another.

Our Investment Fees

1% fee up to the first $1 million

You work hard to build wealth and we keep our fees low to help you grow your wealth faster. 

Fees capped at $10,000 

We cap our fee on asset management at $10,000 per year. Our approach to investing keeps costs low for us and for our clients. 

Complexity-based fees

We offer tiered advisory fees that reflect your specific level of complexity. Do you have multiple corporations? Or a cross-border tax and estate planning concerns? Our fees are aligned with the technical scope of your needs.