Theory

Investing For your Life

A Prudent Investing Approach:

Mason Road Wealth Advisors' goal is to put our clients on the right investment path by using Evidenced-Based Investing and the Modern Portfolio Theory.

We create a portfolio consisting of globally diversified asset class funds. We do not attempt to select individual stocks nor time the market as active managers attempt to do.

Jointly, we create the Investment Policy Statement (IPS), which is an essential part of building a disciplined investment strategy.

Fixed income is an essential part of a client’s overall investment portfolio.

Mason Road Wealth Advisors has access to Dimensional Funds which are not available on the active market. 

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