Investment Management

An Evidence-Based, Disciplined Approach to Investing

Academic Research,
Not Wall Street
Predictions

While promises of “beating the market” through security selection and market timing sound alluring, more often than not, active managers fail to deliver market rates of return. We tune out all of the speculative “experts,” and instead put our trust in a century’s worth of investment research from Nobel Prize winning economists. Beaird Harris’ evidence-based approach is both deliberate and scientific, and our strategy is founded on our tried-and-true principles.

1

MARKETS

ARE REMARKABLY 

EFFICIENT

The likelihood of consistently “beating the market” is unlikely.

2

ASSET 

ALLOCATION

 IS CRITICAL

The right mix of equities, fixed income, and alternatives can make all of the difference between investment success and failure.

3

MARKETS

ARE 

UNPREDICTABLE

We avoid market timing because it adds speculative risk, excessive costs, and needless tax.

4

BROAD 

DIVERSIFICATION 

IS VITAL

We build portfolios designed to maximize long-term return while controlling risk.

5

TAKE A 

GLOBAL

APPROACH

A globally diversified portfolio is key to capturing returns across all markets.

6

MAXIMIZE 

TAX 

EFFICIENCY

Our goal is to employ multiple strategies to assure maximum tax efficiency and minimize needless tax.

7

ELIMINATE 

EXCESSIVE 

COSTS

The only thing guaranteed in investing is that you will keep more if you spend less.

8

SYSTEMATICALLY

REBALANCE

Portfolio vigilance helps reduce risk and capture long-term market returns.

Evidence-Based Investing

Science has led to tremendous advances in areas from lifesaving medical breakthroughs to instantaneous communication. However, in the past, science has provided little influence on investing. Instead of keeping pace with advancements in modern portfolio theory and historical and statistical evidence, investors and money managers have relied on conventional wisdom and flawed assumptions. How can investors sort through the vast amount of available data to maximize after-tax return and minimize risk? This video provides a framework called Evidence-Based Investing that offers investors optimal outcomes based on compelling scientific evidence.

Tra Sullivan

What Every Investor Should Know

Whether you’ve been investing for decades or are just getting started, at some point you’ll likely ask yourself some fundamental questions. The 10 listed here

Beaird Harris

Bitcoin Update

Discover how Bitcoin ETFs are simplifying investment options in our latest update. Our investment committee outlines the process of incorporating Bitcoin ETFs into portfolios for

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3 Common Investing Mistakes

Many people start out managing their own investments. But as their earnings and assets grow, their financial needs and challenges become more complex—and continuing to

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