WEALTHSTONE ADVISORS’ investment philosophy is focused on basic principles that we want you to understand. Unlike others, we don’t overwhelm you with 100 pages of footnotes, industry jargon and complex derivatives that no one understands, least of all the advisor. Rather, we choose to focus on what gets results.
We believe in:
Markets are efficient and reward long-term investors.
Global diversification enhancing portfolio design.
Multi-Factors as Drivers of Return
Structuring portfolios with factor return premium “tilts.”
Rules-Based Index Funds
Emphasizing investments with rules-based index fund managers.
Control What You Can Control
Portfolio fees and tax impact.
Discipline and Patience
Being disciplined and letting the markets work for us.
We are an independent, fee-only, registered investment adviser. We make our decisions through an investment committee structure, employing a disciplined team approach. While we utilize investment research partners such as Dimensional Fund Advisors, LPL Financial, Morningstar, and Vanguard, we are constantly evaluating additional market research for the best ideas. You will have 100% daily access to all managed assets, and we measure our performance against institutional benchmarks for clear accountability keeping you on your path.