1. ‣Our Approach

  2. The 3-Factor Model

  3. Returns 1928-2006

  4. Efficient Diversification

Equius implements a very structured, low-cost investment strategy best described as “asset class investing.” Our planning process with you results in a long-term asset allocation appropriate to your risk and return objectives. In order to introduce the greatest degree of stability and predictability to our process, we utilize advisor-restricted institutional asset class funds and the highest quality, lowest cost index funds available. Portfolios are constructed based on the Fama/French “3-Factor” research, which indicates that there are three factors that explain over 90% of a portfolio’s return: The “Market” Factor: The percentage invested in stocks versus fixed income securities (bonds) The “Size” Factor: The percentage invested in small company versus large company stocks The “Price” (Value) Factor: The percentage invested in low-priced (value) versus high-priced (growth) stocks Next ➙Fama_French_3-Factor.htmlshapeimage_5_link_0
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