Investing Made Smart Efficient Focused (Video)

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When it comes to investing, 'traditional' isn't exactly our style. We don't chase after returns or speculate which country will be the next top performer — or who will be the next Apple.

We believe there's a better way. Instead of making predictions or following headlines, we focus on the factors we can control and rely on four investment principles. The first is time-tested, academic research into the behavior of financial markets and investors.

This five-minute video — narrated by Rafia Hasan, co-Chief Investment Officer mdash; will provide you with a high-level overview of the evidence at the core of our philosophy, and how we use those findings to help provide you with a rewarding investment experience.


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Rafia Hasan Headshot Photo
Rafia Hasan, CFP(R), CFA
Chief Investment Officer, Financial Advisor
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