Evidence-Based Portfolio Management
Investment management at Ivory Oak Capital is built on academic research, not market predictions. We construct diversified portfolios using low-cost, tax-efficient strategies aligned with your risk tolerance, time horizon, and financial goals.
Our approach emphasizes long-term discipline over short-term speculation. We focus on what you can control—asset allocation, costs, tax efficiency, and behavioral discipline—rather than trying to time the market or pick winning stocks.
Who It's For
Investment management is ideal for individuals and families who:
What You'll Achieve
Through professional investment management, you'll gain:
Our Investment Process
We follow a disciplined, evidence-based approach to portfolio management:
Frequently Asked Questions
We follow an evidence-based approach built on academic research. We believe in broad diversification, low costs, tax efficiency, and long-term discipline. We don't try to time the market or pick individual stocks—instead, we focus on what you can control: asset allocation, costs, taxes, and behavior.
We primarily use low-cost index funds and ETFs (passive investments) because research shows they outperform most actively managed funds over time, especially after accounting for fees and taxes. This approach keeps costs low and tax efficiency high.
We monitor portfolios continuously and rebalance when allocations drift significantly from targets (typically 5% or more). We also rebalance opportunistically to harvest tax losses or take advantage of market volatility, always with tax efficiency in mind.
We work with reputable custodians like Charles Schwab, Fidelity, or TD Ameritrade. Your assets are held in your name at the custodian—we never take custody of client funds. You maintain full visibility and control through the custodian's platform.
Market volatility is normal and expected. We design portfolios to withstand downturns based on your risk tolerance and time horizon. During volatile periods, we focus on keeping you disciplined, rebalancing to buy low, and harvesting tax losses to turn volatility into opportunity.
Ready to Build Your Investment Strategy?
Schedule a free consultation to discuss your investment goals and how evidence-based portfolio management can help you achieve them.