Evidence-Based Investment Management

You’re this Close to Confident Investing

If you are like most investors, you’ve been at it a while, yet it still seems as if everyone else knows something you don’t. They’re so busy reacting, adjusting, responding. … But is it working? Tear down the front, and the vast majority of investors are running blind, falling into a dissatisfying gap between available market returns and their own, uncertain results.

Redirect Yourself Toward Your Own Goals

At Vistica Wealth, we’ll show you what confident investing looks like. It’s about advancing toward your own finish line – the one we’ll help you define and prepare for – with energy to spare for the things you really want to be doing. It’s about deliberate action in place of sudden moves. It’s about participating in market returns, not chasing them. It shifts your mindset from getting rich to living a rich life.

It’s Based on Evidence-Based Investing

Our strategy is referred to as evidence-based investing. (Or you may hear it called “passive investing.”) In contrast to most investors’ hyperactive (and costly) efforts, we help you plan, build and manage your portfolio to harness:

Sound investment theory – More than a half-century of peer-reviewed academic evidence describes how markets are expected to deliver available returns to steadfast, patient investors. It has to do with “asset allocation” (because that’s where you’ll find the lion’s share of return variation action), as well as a strong emphasis on cost control and tax management (because that’s where most investors do the most damage to their otherwise-available returns).

Sound portfolio construction – To convert theory into action, we turn to a few select fund families offering practical investment solutions designed according to these same principles.

  • We construct the core of most of our client portfolios using low-cost, asset-class funds from Dimensional Fund Advisors, AQR Capital Management and Bridgeway Capital Management.
  • For fixed income investing, we also can turn to our affiliation with the BAM ALLIANCE, which gives us access to the trading desk at BAM Advisor Services and its distinct solution for building and ongoing monitoring of individual bond portfolios when appropriate for our clients. These portfolios are highly customized to deliver income and/or portfolio stability according to your unique goals.
  • We’ll collaborate with additional specialized alliances as needed – yours and ours – for investments such as pension/retirement plans, executive compensation packages, real estate holdings and more.

Sound investment management – To help you reach your personal finish line, we manage your portfolio with disciplined buying, holding, tax management and periodic rebalancing. We also meet with you regularly to answer questions, improve understanding and explore whether your underlying goals have changed. If they do, we make portfolio adjustments to reflect your revised course. Sensibly, proactively, according to your unique needs.

“The most important thing about an investment philosophy is that you have one you can stick with.”
– Dimensional Fund Advisors Co-Chair David Booth

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