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Our Investment Approach

Disciplined and Academically Based 

Our investment approach adheres to three core principles:

  1. Markets reflect the aggregate expectations of investors about risk and return.
  2. Diversification helps reduce uncertainty.
  3. Empirical research guides our portfolio construction.

Low Expenses and Tax Efficiency 

Our evidence-based approach focuses on the thinks we can control:

  - Choosing funds with lower expense ratios and low turnover,

  - Reducing transaction costs through disciplined trading,

  - Strictly avoid sales loads and other unnecessary fees, and

  - Positioning asset classes appropriately to minimize taxes and allow for loss harvesting.

Rely on the Evidence and Use Research-Based Mutual Funds

Lighthouse is part of a select group of investment advisors approved by Dimensional Fund Advisors (DFA), portfolio managers specializing in research-based mutual funds. Lighthouse has full access to Dimensional’s researchers, academics, and portfolio professionals, gaining insight and inspiration from their work.

David Booth, the founder of Dimensional Fund Advisors discusses Dimenstionals’ investment approach with Kenneth French, PhD and Eugene Fama, PhD Nobel Laureate 

Invest Well While Incorporating Values

At Lighthouse, we can structure your portfolio to align with your values.

You may have environmental concerns about greenhouse gas emissions or social concerns about child labor, gambling or weapons. At Lighthouse, we can design your portfolio to achieve the dual goal of investing in companies acting in more environmentally sound or more socially responsible ways while building investment solutions that help meet your financial goals. 

Sustainability Core Equity Funds Overview  - PDF

Sustainability Core Equity funds serve as strategies to help investors align their sustainability values with their investment goals. 

Socially Aware, Systematically Invested - PDF

This brochure explains the benefits of investing in social investment funds. These funds enable investors to pursue higher expected returns across stock and bond markets while maintaining alignment with social priorities and philosophies.

Investment Policy Statement 

Find out how an Investment Policy Statement can help you manage your portfolios and help you achieve your financial goals in this video.

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