© 2022 Vannoy Advisory Group, Round Rock, Texas

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Investment Philosophy

Our investment philosophy is based on Nobel prize-winning research. We believe that markets work, and that investors benefit from harnessing the power of markets over the long-term, not fighting against them.

We don’t. . .

  • Time the market,
  • Pick individual stocks or bonds,
  • Predict market tops or bottoms,
  • Make or follow market predictions,
  • React to economic forecasts,
  • Day trade / trade frequently,
  • Chase performance,
  • Use complex or “black box” investments,
  • Recommend hedge funds or alternatives, or
  • Use expensive investments.

We do. . .

  • Provide independent and objective investment advice,
  • Help you exhibit ideal investor behavior,
  • Help you identify investment opportunities and avoid mistakes,
  • Focus on controlling what we can control with our investments,
  • Practice evidence-based investing,
  • Follow transparent investment strategies,
  • Target specific asset classes to balance portfolio risk and return,
  • Select tax-efficient holdings when appropriate,
  • Keep turnover low in taxable investment accounts,
  • Keep investment costs low,
  • Use index and passively-managed investments, and
  • Use the same investments for ourselves that we recommend to you.

We are proud to be part of a select group of advisors approved to use investments from Dimensional Fund Advisors. You can learn more about Dimensional here.

 
 

 
 

 
 

Round Rock
512-759-7759

San Antonio
210-587-6433

Contact us to schedule a complimentary consultation to find out how you could benefit from working with us.


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Vannoy Advisory Group

Round Rock

512-759-7759

San Antonio

210-587-6433

© 2023 Vannoy Advisory Group, San Antonio, Texas    •   [website design]

  • Home
  • What We Do
    ▼
    • Financial Planning
    • Investment Management
    • How We Help
    • Investment Philosophy
    • Fee Structure
    • Important Disclosures
  • Why Work With Us
    ▼
    • How We’re Different
    • For Potential Clients
  • Who We Are
    ▼
    • About Us
    • Our Story
    • In the News
  • Contact
  • Client Center