Our investment approach adheres to three core principles:
Low Expenses and Tax Efficiency
Our evidence-based approach focuses on the things we can control:
We’ll take a quantitative approach to pinpoint your Risk Number by going through a series of objective exercises based on actual dollar amounts. The first step is to answer a 5-minute questionnaire covering topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. The Risk Number helps us ensure that your portfolio aligns with YOUR investment goals and expectations. Try it now!
(If you would like us to contact you after completing the questionnaire, please include your phone number. If not, feel free to skip that part.)
Invest Well While Incorporating 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 funds serve as strategies to help investors align their sustainability values with their investment goals.
Social investment funds enable investors to pursue higher expected returns across stock and bond markets while maintaining alignment with social priorities and philosophies.
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.