Unbiased advice is the only advice that matters.
Our investment process was founded on research published by respected academics, not Wall Street analysts. It reflects our commitment to making investment choices based on critical, analytical thinking, not on marketing reports that may reflect biases or conflicts of interest.
Our investment approach:
BROAD MARKET DIVERSIFICATION*:
After analyzing decades of research, we believe that investment success is primarily the product of portfolio construction. That is why our investment solutions are broadly diversified to capture the power of the capital markets.
We believe certain factors have been shown historically to deliver higher returns over time. Our factor-based investment strategy translates academic research into sophisticated portfolios.
EFFICIENT PORTFOLIO CONSTRUCTION:
We go to exceptional lengths in an attempt to to minimize every fraction of returns lost to income taxes, transaction costs and other inefficiencies.
* Diversification seeks to reduce volatility by spreading your investment dollars into various asset classes to add balance to your portfolio. Using this methodology, however, does not guarantee a profit or protection from loss in a declining market.
** Factors are sources of expected returns. Please be advised that adding these factors may not ensure increased return over a market-weighted investment and may lead to underperformance relative to the benchmark over the investor’s time horizon. Past performance does not guarantee future results.
Please be advised that Apella Capital, LLC does not provide tax or legal advice and nothing stated or implied here in this material should be inferred as providing such advice.