Our investment Philosophy

Our approach to investment management is embedded in the foundation of Nobel-prize winning disciplines and focuses on the three proven truths of delivering a successful investment experience for clients:

• Clients who wish to succeed must embrace an investment philosophy, not a market outlook. Understanding the difference is a key component of successful investing. 

• We define acceptable levels of risk and expected reward for our clients, match their investment portfolios to those parameters, and maintain constant contact to ensure they are on track to achieve their objectives.

• Clients must exercise patience and discipline over the long term to achieve their desired outcomes.

Seeking predictability in an unpredictable world

Our investment model is based not on speculation but on the science of capital markets and is grounded in decades of empirical and academic research. By partnering with Nobel Prize winning professionals such as Dr. Harry Markowitz, Robert C. Merton, and Myron Scholes*, we design risk controlled portfolios that are matched to each client objective.

For more information on our approach, call our Managing Director, Jeff Helms at 904.824.4349.

* Dr. Harry Markowitz chairs the Investment Committee at Loring Ward; Robert C. Merton is a Resident Scientist at Dimensional Fund Advisors; Myron Scholes is a Board Member at Dimensional Fund Advisors.