We help provide our clients with restful nights, knowing they have a plan that renders the market’s daily ups and downs irrelevant to their future prosperity.

Watch as Director of Research Larry Swedroe explains how we base everything we do and what we recommend on the latest academic research, not our opinion. "Investing, in order to be successful, not only requires a deep knowledge of the theory of finance, an understanding of markets, but you also need a deep history to understand how markets work and what products mix well together to build a portfolio."

 

Thoughts from SteveThe Science oF INVESTING

Once we understand what each of our clients wants to achieve, we then focus on the most effective way to get there. This is where the “science of investing” comes into play. At the heart of our approach is what decades of peer-reviewed financial research and evidence have shown to be the best way to build long-term wealth. By investing in low-cost, broadly diversified funds and financial instruments and taking only the risk that is necessary and appropriate, our clients are able to effectively capture the returns the markets provide.

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IN-DEPTHOUR INVESTMENT PHILOSOPHY

Unlike most financial advisors, Klane Wealth Management doesn't spend time trying to predict or time the market.

Academic studies and history prove that a low-cost, passive investment strategy outperforms the vast majority of active investors.  Instead of trying to beat the market, our passive approach succeeds by investing in the market.

Klane Wealth Management is one of a select group of investment advisors with access to institutional funds from Dimensional Fund Advisors (DFA), which applies proven academic research to portfolio management.  We help our clients create a diverse portfolio across DFA's broad mix of asset classes.

Klane Wealth Management's clients have several distinct advantages
Typical Investor Client Klane Wealth Management Client
No defined plan Investment Policy Statement
High Fees Low Fees
Eggs in one basket Diversified
Short-term perspective Focus on the long view
Sold products Educated
Tax-inefficient Tax-sensitive and efficient
Requires CPA and Attorney Integrated income-tax and estate-tax compliance and planning 

 Our investment philosophy is based on more than 50 years of research by Nobel Prize-winning and top academic researchers studying the world's markets. This research shows that financial markets perform well over long periods of time, even though there will be times of volatility. In addition to evaluating your total financial picture, BAM advisors design a custom investment portfolio using these core strategies for their clients seeking long-term growth in a tax-efficient manner.

 
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