Better Returns through Research
We manage portfolios according to Nobel prize-winning research based on efficient market theory. Even the best active managers do not beat the public markets in the long run; thus, we believe clients deserve to achieve market returns through low-fee index funds and ETFs.
3FI is On
We at 3FI are here to serve you. We don’t sell products so our incentive is only to help you. Clients’ assets are custodied at Schwab, and only clients can transfer assets out of Schwab.
Embrace a Disciplined Approach
Total Portfolio Advice:
portfolio guidance on changes in personal and/or financial circumstances
thoughtful risk/return tradeoffs and appropriate diversification
Optimal Asset Location:
appropriate assets in taxable and tax-free accounts