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We take an academic approach to investing that is based on Modern Portfolio Theory.

This is a

Theory founded on the idea that there
is an optimum portfolio strategy resulting in the
maximum return for every level of risk. This approach
incorporates these key principles into a practical long-term plan:

Global diversification reduces risk and enhances returns
Lower expenses increase investment returns
Effective tax management also impacts portfolio performance
Investors are best served by a "structured" investment approach
Active management adds speculative risk and does not work over time
An investment strategy should be integrated into an overall financial plan