While Wall Street and the majority of advisory firms continue to focus on chasing the recent top-performing stocks or money managers, Lifeguard Wealth takes a different approach — one we believe is better. Our approach is based on Nobel Prize–winning academic research. We construct portfolios based on years of academic study rather than the latest investment fad. By using broadly diversified mutual funds, we maximize your opportunity to capture the return of each asset class. The result is greater portfolio-return consistency, lower investment costs and improved tax efficiency.
“As a general rule of thumb, the more complexity that exists in a Wall Street creation, the faster and farther investors should run.”
— David Swensen CIO, Yale University