How We Invest

Our Investment Philosophy

Acclaro invests your assets with an academic-based discipline employed by major institutions. We employ a degree of rigor on your behalf that is rarely available to individual investors.

The investment strategy we create for you is rooted in research conducted at the University of Chicago, Yale, Stanford, MIT and other renowned academic institutions. The underlying theory is dense but, in its simplest terms, our system is a sophisticated type of asset allocation designed to capture the market’s historically reliable movement.

We invest for you according to these fundamental principles:

• Use thoughtful financial planning to drive investment decisions.
• Ground investment strategy in rigorous academic research, not Wall Street trends.
• Invest for the long term. Don’t time the market.
• Create globally-diversified portfolios, the kind that have historically been shown to reduce risk and improve return.
• Minimize costs, taxes and turnover everywhere possible.

Our approach has been stress-tested by major universities, institutions and validated by history. It creates a durable portfolio that holds up in all kinds of investment climates, and minimizes risk and emotion.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio, Diversification does not ensure against market risk. Asset Allocation does not ensure a profit or protect against a loss. No strategy assures success or protects against loss.