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Wealth Teams Alliance uses an intellectual framework to protect against emotional reactions to market chaos. Our low-cost investment approach is based on research by five Nobel Prize winners, who have documented evidence showing that sub-markets, when managed properly, improve returns.
The framework must be sensible, strong over all time periods, pervasive across all markets, cost-effective, and worth doing.
Like a good chef, we use only the best ingredients to build portfolios that can match or beat the benchmarks. By using The Efficient Frontier to optimize your portfolio and quarterly re-balancing to keep it there, we will strive to provide the best recipe for outstanding performance. While no one can know what markets will do in the future, the S&P 500, generally considered a proxy for the stock market, has posted positive returns 75% of the time, with a compounded return exceeding 10% dating back to 1926.
The reverse is also true — evidence-based investing has proven that no one can consistently pick stocks and ever beat the market. There are no guarantees the intellectual framework WTA has adopted will provide returns comparable to the benchmark, and there is certainly more than one framework in existence. But based on the CRSP data, we are satisfied the DFA model is worthy of consideration.
Long-term results need to be based on sound principles. The solution that Wealth Teams Alliance provides is designed to optimize returns and minimize risk.
At the Wealth Teams Alliance, our evidence-based investment methodology is uniquely suited to high-net-worth families looking for peace of mind and an excellent long-term investment experience.
