About UsWe think differently about investing
We help investors achieve more consistent results by relentlessly using repeatable and predictable processes.
I believe that building wealth is more about managing risk than seeking outsized returns and that human emotion is detrimental to long-term portfolio growth. I believe that academically researched, systematized models deployed with rules-based accuracy deliver long-term investing success.
Thanks to the FinTech revolution, investors can now trade commission-free, purchase fractional shares, and through ETFs, invest in virtually every asset-class and industry.
Unfortunately, investment advice is often still based on an outdated 70-year old theory that not fit the real-world needs of investors.
My mission is to provide investors with a better approach- an approach that provides better results with greater predictability, higher returns, and lower risk.
WE DEVELOP LOW RISK, LOW VOLATILITY, RULES-BASED MONEY MANAGEMENT STRATEGIES.
We apply the scientific method to investment management. Our investment strategies are based upon academic research and its practical application. We seek real-world evidence and design our strategies using a rules-based framework that is quantitative and free from human emotions.
We believe that risk-management is the most critical element of investment management. The simple laws of compound growth and the sequential nature of investment returns, demand that downside risks be kept to a minimum. Our approach goes beyond traditional methods and looks deep into “process risk”.
Over $ MM in Models
Years of Experience
Unique Rules-Based Strategies
Cups of Coffee Consumed
Founder & Chief Investment Strategist
The short version– I have spent my entire 30-plus-year career in the investment industry. I became interested in systematic portfolio management strategies back in the ’90s when online securities databases were becoming more available. While I have lost track of all of the investment books that I have read, my approach today has largely been influenced by what I have learned from studying William O’Neal, James O’Shaughnessy, Stan Weinstein, and Tom Dorsey.