Investment Management

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I work with individuals, couples and families who are interested in a sensible, scientific-based approach to long-term investing.  I use an investment method that does not involve making unjustified predictions about the future.  I use the investment approach championed by Professor Eugene F. Fama of the University of Chicago Booth School of Business, co-winner of the 2013 Nobel Prize in Economics.

I help clients balance risk and return in their portfolios.  A key part of sensible investing involves planning for anticipated cash needs so that we won't have to sell stocks after a market drop.  Controlling downside risk is as important as striving for upside gain.  

I build globally diversified portfolios structurally, using extremely efficient low-cost mutual funds, mostly through the Dimensional Fund Advisers (DFA)  family of funds.  DFA takes a scientific, evidence-based approach to investing that relies on research into things we know from past investment performance and avoids making guesses about things we don't and can't know about the future.  Following this method, DFA has grown to have nearly $400 Billion invested in its mutual funds through its 11 offices worldwide. 

I explain everything clearly and keep my clients informed.