The principles of Modern Portfolio Theory guide our investments on your behalf. Modern Portfolio Theory has shaped U.S. trust law and is a chosen approach of some of the world's largest endowments, pension funds and foundations.

In our view, Modern Portfolio Theory's fundamental value is the way it uses asset-class diversification to build a portfolio designed for the individual investor, reflecting the preferred level of risk, performance and cash flow needs. It also offers a proven way of mitigating risk and dampening volatility, which is critical for capital preservation.

Modern Portfolio Theory requires a wide range of investment possibilities to achieve full asset-class diversification, so it meshes perfectly with our fee-only services. We also have access to institutional funds that aren't available through traditional retail channels. Combining these options with research from some of the world's leading financial academics helps us maintain best practices in investing and wealth management.

As an added value, our relationship with our parent company, Dixon Hughes PLLC, gives you access to the financial strength, experience and insights of the largest CPA firm headquartered in the Southeast. Of course, we can work with the CPA firm of your choice, as our policy is to coordinate our services with the right tax strategies for you.

Learn more about this Nobel Prize-winning investment philosophy.