Investment Selection
Most investment managers focus on picking individual stocks or evaluating mutual fund managers.
Gold Medal Waters' follows a different path. We build custom client portfolios by leveraging Nobel Prize winning investment theory and by grounding our strategies using the latest scientific evidence instead of speculation.
We don't spend our time analyzing individual stocks. Instead, we choose to help our clients achieve vast diversification and global asset coverage. Our efforts are focused on reducing portfolio volatility, taxes, and investment expenses. The resulting balanced strategies help investors achieve more consistent portfolio returns.
To accomplish all of this, Gold Medal Waters utilizes the services of Dimensional Fund Advisors (DFA). DFA was founded in 1981 and currently manages more than $100 billion in assets. The company serves only sophisticated institutional investors.
By providing access to its funds and continuing its rigorous academic research, DFA helps Gold Medal Waters apply this same investment theory to its client portfolios.
