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Markets work for you; Emotions work against you

Global Diversification is important to reduce risk and generate optimal returns over time


Return is directly related to risk, not market timing

(Dalbar 2016 QAIB: Investors Are Still Their Own Worst Enemy)


Portfolio Performance is a function of Portfolio Structure

(Yale Foundation Reports)

O U R   I N V E S T M E N T   P H I L O S O P H Y

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