Our Investment Management Philosophy
At Evidence Based Investing, we understand that our clients want to prudently protect and grow their assets over a lifetime. Therefore, we have partnered with an industry leading independent investment management firm, Matson Money. The structured market portfolios created by Matson Money are based on Nobel Prize principles, academic research, and technological advances to deliver the highest return potential per unit of risk taken.
This Free Market Portfolio Theory is the synthesis of 3 academic principles:
- Efficient Market Hypothesis
- Modern Portfolio Theory
- The Three-Factor Model
Together these concepts form a powerful, disciplined and diversified approach to investing. The result is globally diversified portfolios including over 12,000 equities spread across forty-five countries, designed and engineered to capture market rates of return over specific time horizons.
Life moves at lightning speed these days, and it’s easy to get caught up in short-term gratification. The greatest obstacle every investor faces is the instinctive tendency to do the wrong thing at the wrong time. The biggest threat to your long-term investing success is your reaction to short-term market conditions based on emotions and instincts.
Remember the three simple rules of investing:
1) Own Equities
2) Diversify
3) Rebalance
At Evidence Based Investing, we will evaluate every investor’s account for rebalancing opportunities at the end of the quarter and will make the appropriate trades to keep your strategy on target. Through global investing, we are participating in and encouraging the growth and development of free markets around the world.
We believe that by helping investors realize their wealth potential and create peace of mind about investing, that they in turn can create massive positive change in the world.