THE STATUS QUO OF INVESTING IS NO LONGER ACCEPTABLE

For most people, investing shows up as a transaction – the buying or selling of financial products. In many cases, it is the financial institutions that stand to profit most from these transactions, even when the investor loses. 

The model that has long defined the role of the advisor is archaic and out-of-touch, where more emphasis seems to be placed on selling products rather than educating investors. 

 

To change the status quo, we must disrupt the industry by reinventing the investing process so that it is aligned with the long-term interest of investors.

THE STATUS QUO OF INVESTING IS NO LONGER ACCEPTABLE

For most people, investing shows up as a transaction – the buying or selling of financial products. In many cases, it is the financial institutions that stand to profit most from these transactions, even when the investor loses. 

The model that has long defined the role of the advisor is archaic and out-of-touch, where more emphasis seems to be placed on selling products than on educating investors. 

 

To change the status quo, we must disrupt the industry by reinventing the investing process so that it is aligned with the long-term interest of investors.

“SCIENCE IS NOT ABOUT THE STATUS QUO. IT’S ABOUT REVOLUTION.” 

~Leon M. Lederman, 1988 Nobel Prize Laureate 

THE TWO SIDES OF INVESTING SCIENCE 

PORTFOLIO DESIGN 

The science of investing is well-documented and empirically tested. Over time the investing industry has slowly cast a shadow over the science, replacing it with strategies designed to gamify investing. Advisors who encourage you to adopt a gambling mindset can hold your wealth hostage while profiting handsomely in the process.

An academically structured portfolio doesn’t seek to beat the market. Instead, it focuses on earning market rates of return while eliminating the destructive practices of stock picking, market timing, and track record investing from the investing process.

HUMAN PERFORMANCE

Human beings are not hard-wired for investing success. Our very nature drives us to chase after the new, shiny thing and run away from that which we perceive to be harmful. When it comes to investing, our instincts will almost always lead us to do the wrong thing, and nothing will impact your investing results more than your actions.

Coaching is a powerful and often underutilized strategy to achieving long-term success. We have found that the top performers in the world, whether in athletics, business, or education, have found a mentor or coach to guide them. The power of coaching as a strategy to succeed in life is like having a secret weapon. 

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