We get it.
Investing IS emotional. Which is why we use a data-driven approach to guide our work and your investments. We believe in financial science, and in transparency. That’s why we share our methodology openly and encourage you to familiarize yourself with it.
From our Investment Committee: Last quarter’s insights into performance and financial headlines
FORTUNE MAGAZINE: THE BEST FINANCIAL STRATEGIES FOR SURVIVING A RECESSION IN 2023 FROM 3 TOP ADVISERS
“What I find is that when they’re really grounded in their financial plan, really understand their goals, and are very committed to values not only in their investments, but also in their charitable donations, in the way they show up the community, and the way they spend their time, all the areas of wealth really—the investing piece becomes the engine and not the path. Right?”
—Georgia Lee Hussey
MODERNIST'S INVESTMENT MANIFESTO
WE BELIEVE IN EVIDENCE-BASED FINANCIAL SCIENCE.
WE INVEST FOR THE LONG-TERM.
WE IMPLEMENT STRUCTURE, NOT NEWS-DRIVEN TRENDS.
WE WORK TO CAPTURE THE MARKET, NOT BEAT THE MARKET.
WE KNOW YOUR PORTFOLIO SHOULD BE BUILT TO FIT YOUR PLAN.
WE EDUCATE YOU TO FEEL EASE IN FINANCIAL DECISION-MAKING.
WE KNOW THAT FINANCIAL PLANNING AND INVESTMENTS ARE A COLLABORATIVE, CREATIVE, AND ITERATIVE PROCESS.