Disciplined Investment works with high net-worth clients, generally with portfolios of $1 million or more. Our strategic disciplines are intended to give you peace of mind.
Disciplined Indexed Strategy
Indexing provides superb diversification at low costs and with tax efficiency. With our disciplines, market volatility can be a positive event, creating opportunities to rebalance your portfolio.
Peace of Mind through Disciplined Investing
Our disciplined and long-term approach are designed to generate more consistent, predictable returns. Our goal is not to beat the market – it is to achieve your specific objectives and give you peace of mind.
Investment Strategy: Built Around You
"We don’t try to beat the market; it’s irrelevant and can lead to bad decision-making. What if the market falls 30% and you’re down 28%? You beat the market, but are you happy? No, you just wrecked your retirement.
“Instead, we manage risk around an asset allocation that fits you – your specific goals and your personal tolerance for risk.
We don’t care about benchmarks – we care about you.”