Investment Management

We believe investing doesn’t have to be as complicated as others might have you believe. We concentrate on determining your goals and objectives, sizing up your risk tolerance and estimating your ability to deal with the market volatility, and then helping you make your plans with confidence.

Evidence from practicing investors and academics alike, points to an undeniable conclusion: returns come from risk. Gain is rarely accomplished without taking a chance, but not all risks carry a reliable reward. Financial science over the last fifty years has brought us to a powerful understanding of the risks that are worth taking and the risks that are not.

At Family Office Research, we believe in building Tax Efficient Portfolios, which leads us to adhere to a few key principles:

  • Diversify systematically
    • Apply discipline: Think long-term and maintain asset allocation
  • Minimize Fees
  • Minimize Taxes