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.
Combining an enduring investment philosophy with a simple formula that helps maintain investment discipline can increase the odds of having a positive financial experience.
Understanding the range of potential outcomes can help you stick with a plan and ride out the inevitable ups and downs.
The debt ceiling is the amount of money Congress has authorized the government to borrow. The ceiling has been raised 78 times since 1960. It’s…
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