Our Philosophy

We build wealth with science.  Not speculation.

For decades, investors have struggled to identify a method of investing that satisfies the delicate balance between a hope for excess returns and the reality that risk and return are inherently related. Underlying this is the false belief that we can accurately time or predict market performance.

At Austin Asset, we believe there is no place for speculation in the investment equation. Each client’s investment portfolio is grounded in academic research. We look to capitalize on the efficiencies that exist in capital markets rather than try to profit from any perceived inefficiencies. Our approach is globally diversified utilizing a strategic combination of institutional class mutual funds tailored to each client’s needs.

By managing your portfolio holistically and not as separate activities or accounts, we plan to deliver a sustainable low-cost investment solution that helps to achieve client goals and aspirations.

 

To learn more, please visit our Wealth Planning Philosophy and Part 2A and 2B of Form ADV.