Our mission is to help individuals and families achieve complete financial security.  We take a deep interest in your personal situation and provide unbiased investment advice based upon sound financial planning principles.  Honesty, integrity and unquestionable ethics are at the heart of all we do.



Investment Philosophy

Cole Financial Solutions uses the Dimensional Fund Advisors (DFA) methodology in designing your portfolio.  Our model is based not on speculation but on the science of capital markets.  Our mission is to deliver the performance of capital markets and increase returns through state-of-the-art portfolio design and trading.  

What makes Dimensional different is the confluence of art and science into the ongoing management of your portfolio.  Our structured portfolios are designed to capture the returns of specific asset classes based upon decades of scientific research.  The scientific approach is augmented by the art of investing; namely the judgment and skill needed to implement the science. Minimizing transaction costs, efficient engineering and innovative trading strategies are critical attributes of our approach to portfolio management.  

Our core principles include:

Markets are Efficient

     85 percent of active managers don't beat the market

*  Risk and Return are Related

     The compensation for taking on increased levels of risk is the potential to earn

     greater returns.

Diversification is Essential

     Reduce volatility and risk through broad global diversification

Asset Structure is a Major Determinant of Investment Performance

     Smaller and lower-priced value stocks have higher risk and greater expected returns than

     larger and higher priced growth stocks

Cost Efficiency is Key

     Passive management and effective trading strategies can reduce overall investment



Website Design For Financial Services Professionals | Copyright 2021 AdvisorWebsites.com. All rights reserved