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‣FAQ
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‣Videos
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‣Books
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Winning the Loser's Game: Timeless Strategies for Successful Investing
Charles D. Ellis -
The Intelligent Asset Allocator:
William J. Bernstein -
‣Academic Papers
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Characteristics, Covariances, and Average Returns: 1929-1997
James L. Davis, Eugene F. Fama and Kenneth R. French -
‣Equius White Papers
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‣Web Sites
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‣Articles
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To Wade or Plunge
Truman Clark -
Asset Management: Engineering Portfolios for Better Returns (1998)
Eugene F. Fama, Jr. -
Indexing Goes Hollywood
Don Phillips -
Multifactor Investing (2006)
Eugene F. Fama, Jr.
We believe a true sense of trust, confidence, and security between an advisor and you can only be developed once a foundation of knowledge has been built. Far too many investors hire an advisor based simply on a referral from another advisor (such as a CPA or attorney), the advisors credentials or education, past performance numbers, or superficial marketing reasons such as “brand name.”
While all of these are important considerations to some extent, none is as important as the beliefs, knowledge, experience, and discipline of the advisor; his or her willingness to share this information with you; the long-term strategy put in place to meet your investment objectives; and, ultimately, the balance the advisor helps you achieve between your work, wealth, and values.
We all know smart, well-educated, and experienced advisors who have led investors down the wrong path. Know the path you want to travel first and trust will develop over time based on how well your advisor helps you reach your destination.
The links on the left provide additional information from Equius Partners and third-party sources that we know will enhance your knowledge of asset class investing principles.
Equius Value-Added Services
Equius & The Prudent Investor Rule
