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Past performance is not necessarily indicative of future results, and all investments involve risk. The results shown on this site are hypothetical and do not represent returns that an investor actually attained. No representation is being made that any account will or is likely to achieve results similar to those shown. The content of this site is provided for informational purposes only, and nothing herein should be interpreted as personalized investment advice. Under no circumstances does this information represent an offer to sell, a solicitation to buy, or a recommendation regarding any securities transaction. None of the content on this site is guaranteed to be correct, and anything shown here should be subject to independent verification. You, and you alone, are solely responsible for any investment decisions that you make.

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About Us

We help investors build better buy & hold asset allocations. Our approach to portfolio building is innovative, but our platform is simple and intuitive to use.

Learn more about what we do and take our portfolio builder for a free test drive.

New from Our Blog

  • Buy & Hold Backtests are (Inherently) Wrong: Currentizing 16 Popular B&H Strategies May 6, 2019
  • Bond ETFs in an Era of Rising Rates April 19, 2019
  • Hello world. April 18, 2019

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