3Factor applies a disciplined investing approach to grow client wealth. Our approach relies on passive investing through indexing, thoughtful personal guidance from years of managing High Net-Worth family portfolios, and relentless attention
to taxes through a world-class tax optimization platform.
We perform these personal and algorithmic solutions at low fees so we maximize clients’ returns.
Investing involves risk, including loss of principal. The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.
International investments involve additional risks, which include differences in financial accounting standards, currency fluctuations, geopolitical risk, foreign taxes and regulations, and the potential for illiquid markets.to taxes through a world-class tax optimization platform.