Investment Philosophy

The stock market has been the greatest wealth generator of our time. Harnessing that power to work effectively for my clients is what drives One Under Wealth's investment approach.

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I don't pick stocks or try to time the market. I know that the key to being a successful long-term investor is broad and deep diversification, coupled with discipline in the face of market volatility.

While traditional money managers are market-focused and driven by current events, I'm goal-focused and planning-driven.

I control the factors I can control, such as asset allocation, minimizing taxes and low management fees. I ignore the factors I can't control.

Service Offerings
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Goal-focused and Planning-driven

Prudent Diversification

Keeping Costs Low

Minimizing taxes

Scott Pritchard

I utilize index funds, exchange-traded funds (ETFs) and passively managed funds because the evidence shows that these investment vehicles most effectively help my clients reach their goals.

The industry leader in evidence-based mutual funds and ETFs is Dimensional Fund Advisors. I use their institutionally priced funds extensively in constructing portfolios to maximize risk-adjusted returns in keeping with Modern Portfolio Theory.

For more insight on Dimensional, I suggest the following video.

Dimensional - A Foundation Built on Great Ideas

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Dimensional - A Foundation Built on Great Ideas