Investing Made Smart, Efficient, Focused

We believe that your investment strategy should be as focused as your financial plan. That’s why we follow an empirical, consistent approach and concentrate on factors we can control:

Broad Diversification

Reduce risk when investing with a broadly diversified portfolio. Missing out on just a small portion of top-performing stocks has been shown to significantly hurt investors' returns. Diversification can improve your odds of holding the best performers and frees you from the guessing game.*
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Academic Research

We focus on applying academic research to investing. Our approach was developed using our resources and the research of three Nobel Prize winners in Economics.1 Collectively, our Investment Committee members have more than seven decades of experience in investment management.
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Tax Efficiency

Taxes can take a big bite out of your investment returns. Effective asset location, tax-loss harvesting strategies and a low-turnover approach can help boost your bottom line and keep more of what you earn.
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Cost Efficiency

Excessive fees can drag down investment growth over the long term. Studies have shown that funds with lower fees have been better predictors of higher long-term returns than funds with higher fees or a fund-rating system.2 In 2015, our low-cost equity portfolios operated at an average expense ratio over four times less than the average of its peers.3
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  1. “Eugene F. Fama – Facts”, NobelPrize.org. Nobel Media AB 2014. Web. 18 Aug 2015. www.nobelprize.org/nobel_prizes/economic-sciences/laureates/2013/famafacts.html.
  2. Kinnel, Russel. “How Expense Ratios and Star Ratings Predict Success. (Aug. 2010). Morningstar® FundInvestor. https://personal.vanguard.com/pdf/morningstar.pdf
  3. Methodology: The ‘average of its peers’ is calculated by taking the average 2015 OER for each Morningstar® category represented in the Hewins 100% Equity portfolio and weights according to the Hewins’ allocation to each asset class.