Investment Philosophy

Crown believes in investing for the long-term and in controlling those variables that are indeed controllable. As a result, Crown’s portfolios consist of low-cost, tax-efficient, and well-diversified strategies. We know markets work while market-timing doesn't. Our extensive academic research greatly enhances portfolio construction. To diversify and maximize risk-adjusted returns is the goal. These are just a few of our core investment principles.

“Crown believes in controlling the controllable.”

Crown Financial Partners

Our Process

Client Discovery

Get to know what's most important to our clients & helping their families to identify financial values, needs and goals.



Investment Policy Statement

Investment Policy Statement assesses the time horizon to achieve these objectives, as well as to understand clients' risk tolerance & preference on managing risk.

Implementation

  • Types of investments utilized - low cost, tax efficient & well-diversified institutional managers (DFA or Dimensional Fund Advisors is a preferred equity manager for Crown)
  • Asset allocation & location
  • Tax planning during portfolio transition

Portfolio Monitoring & Rebalancing