The 7SF investment philosophy is based on Nobel Prize-winning academic research and decades of empirical evidence.

We start with a low-cost, total market framework that includes investments across all major asset classes, in many countries across developed and emerging markets. Where possible, we emphasize securities in parts of the market where research has shown higher expected returns. We emphasize a long-term, disciplined perspective and do not attempt to time the markets or predict winners or losers. This “boring” approach ensures we have the highest odds of achieving your goals.

For your safety and convenience, we use Charles Schwab and Altruist as third-party custodians for client investment accounts.

We handle implementing your portfolio, rebalancing your accounts, and deploying/raising cash as needed. After all – you’ve got better things to do!