Your Financial Future Depends On The Choices You Make Today

INVESTMENT METHODOLOGY

We at SI believe that markets are generally efficient and that low cost, globally diversified, passive investment vehicles are the best way to drive investor success.  Our investment methodology may also be described as indexing global capitalism with a focus on minimizing costs.

We see capital markets as our ally, not an adversary. Rather than trying to take advantage of the ways markets are mistaken, we take advantage of the ways markets are right, the ways they compensate investors.  Our investment philosophy is based on the work of five Nobel Prize winning economists.  Watch the video at:

http://www.dfaus.com/library/videos/nobel_thinkers_preview/

INDEPENDENCE

SI is partnered with America’s largest independent brokerage firm, LPL Financial.*  With more than 12,000 advisors in all 50 states and the largest research department of any independent broker dealer, LPL brings sophistication and scale to the products and services offered by SI.  LPL has no proprietary products, investment banking business, or any other conflicts that can get in the way of providing independent, objective and unbiased research to its advisors.  You can learn more about LPL at:

http://lplfinancial.lpl.com/Secondary_Pages/About_LPL_Financial.htm

*As reported in Financial Planning Magazine, 1996-2010.  Based on total revenues.

FOCUSED ON YOUR TOTAL SUCCESS

SI knows that your money is the means to the end and not the end itself. We strive to have meaningful conversations about client life events and to discover your true goals as driven by your experiences and your values.