1207 S. White Chapel Blvd. Suite 150
Southlake, TX 76092

P 817-416-7300
F 817-416-7307

Growing Wealth

The Core + Investment Process

Growing Wealth


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MWA designs its portfolios to capture the returns markets offer with the least amount of risk and drag along the way. We trust in free markets to set prices, and we believe it is virtually impossible to consistently identify profitable investment ideas academia and the peer review process to

Capture Market Returns: Public markets provide good returns yet few capture the returns offered.

Diversification is Essential: Diversification is the only free lunch in investing and more is typically better. Diversification helps reduce uncertainty and capture the returns global markets offer.

Structure determines performance: Academics have identified specific asset types that offer higher risk adjusted returns that can be reliably captured over time with prudent portfolio construction.

Trust the professors: Academics are the best source of reliable financial information as they are only incentivized to explain the way the world works, we monitor academia for its best ideas.

Core+ Investment Process