What Is Our Investment Philosophy?
Our investment approach at Lighthouse can be summed up with the assertion that capital markets have historically rewarded long-term investors. If you look at the growth of a dollar chart since 1926, you can see how some of the major asset classes, as represented by market indices, have performed over time. By taking a long view of the market, we help our clients navigate short-term downturns by focusing on actions that add value, such as creating an investment plan to fit your needs and risk tolerance, structuring a portfolio along the dimensions of expected returns, and diversifying globally.
How Do We Choose Investments?
We choose mutual or exchange-traded funds based on empirical research with low expense ratios and turnover strictly avoiding sale loads and other unnecessary fees. Our portfolios are designed to specifically target asset classes with higher expected returns while weighing the amount of risk our clients are willing and able to take.
Research-Based Mutual Funds and ETF's
Our evidence-based approach focuses on the things we can control.
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.
