An Evidence-Based, Disciplined Approach to Investing

That means more than considering investment returns. It means providing peace of mind knowing that a transparent approach backed by decades of empirical research is powering every decision. Markets go up and they go down. The goal at Beaird Harris is to help people be prepared, so they can stick with their plan.

An Evidence-Based, Disciplined Approach to Investing

Evidence-Based Investing

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:

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 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.

Tax, Accounting & Business Advisory Services provided by Beaird Harris, PLLC.
Investment Management, Financial Planning & Retirement Plan Services provided by Beaird Harris Wealth Management, LLC.