Extensive academic research, a strict adherence to process and a thorough analysis of time-tested scientific data – those are the foundation of our investment management approach. Our clients are not speculative, high-risk investors. All are concerned with preserving capital, growing assets and avoiding the myriad of risks that abound in today’s investment environment.
We employ a disciplined scientific investment strategy born out of Nobel Prize winning academic research rather than the boiler rooms of Wall Street – one focused on broad global diversification, sound asset allocation principles and a goal of assuming the least amount of investment risk required to achieve your objectives.
In addition to a fee-only structure, our in-house CPAs allow us to fully consider the tax ramifications of each and every investment decision. As a result, estate and tax planning are never an after-thought, but rather an integral part of the investment process.
Our Eight Principles of Investing
Our evidence-based approach is both deliberate and scientific and our strategy is founded on these tried-and-true principles:
The likelihood of consistently "beating the market” is unlikely.
The right mix of equities, fixed income, and alternatives can make all the difference between investment success and failure.
We avoid market timing because it adds speculative risk, excessive costs, and needless tax.
We build portfolios designed to maximize long-term return while controlling risk.
A globally diversified portfolio is key to capturing returns across all markets.
Our goal is to employ multiple strategies to assure maximum tax efficiency and minimize needless tax.
The only thing guaranteed in investing is that you will keep more if you spend less.
Portfolio vigilance helps reduce risk and capture long-term market returns.
Tax & Accounting Services provided by Beaird Harris & Co., P.C.
Investment Management & Financial Planning Services provided by Beaird Harris Wealth Management, Inc.
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