About Us
Our Firm
We are an independent, fee-only Registered Investment Adviser with the Oklahoma Uniform Securities Act of 2004 that provides investment supervisory and pension consulting services to our clients.
As a fee-only Registered Investment Adviser, we do not receive compensation or commissions from any investment strategy, mutual fund, investment company, or any other industry group or product we may recommend. Our fees are earned solely as a percentage of the dollar amount of the assets that we manage in your portfolio. This means that we engage our services exclusively with your best interests at hand.
We avoid what we feel are the futile, speculative, and unnecessary cost-generating activities of stock, time, manager, and style picking. Contrarily, we employ a disciplined, quantitative Method™ that emphasizes broad diversification and consistent exposure to the structural trends of global publicly-traded markets.
We base our investment philosophy on the highly respected research indexes designed by Eugene Fama and Kenneth French, incorporating 30 years of refined passive trading techniques.