Pursuing A Better Investment Experience

We are firm believers in evidence based strategies that are backed by rigorous academic research.  We embrace the power of markets (see videos below) and we focus on the things we can control:

  • Create an investment plan to fit clients needs and tolerances.
  • Structure a portfolio along the dimensions of expected returns.
  • Diversify globally and re-balance systematically.
  • Manage expenses, turnover, and taxes.
  • Maintain discipline through market dips and swings.

Investments are not simply numbers on a screen; investments represent money that we set aside for some future purpose or goal.

“Perhaps the most important job of a financial advisor is to get their clients in the right place on the efficient frontier of their portfolios.

But their No. 2 job, a very close second, is to create portfolios that their clients are comfortable with. Advisors can create the best portfolios in the world, but they won’t really matter if the clients don’t stay in them.”

Harry Markowitz – Founder of Modern Portfolio Theory, Nobel Prize Winner

There is no guarantee that active asset management or any investment strategy will be successful. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or assure against loss. Certain transactions, including those involving futures, options, and other derivatives give rise to substantial risk and are not suitable for all investors. Risk should be managed, directed, and controlled, but such tactics are not guaranteed. Past performance is no guarantee of future results.

Collabria Capital, Inc. does not provide tax or legal advice. The information presented here is not specific to any individual’s personal circumstances. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. Collabria Capital, Inc. is a registered investment advisor. Collabria and Dimensional are not affiliated. Video content is presented under permission from Dimensional (DFA).

The videos above are provided for educational purposes and are not meant to be a recommendation of any specific investment product, service, or strategy. The information presented here is not specific to any individual’s personal circumstances.