Process and Investment Philosophy
How is Axiom different?
At Axiom Investment Consulting, we never charge based on assets under management (AUM), we never push investment products, and we never offer hot stock tips. Instead, we offer objective advice to all mid-career professionals on an engagement or consulting basis that is backed up by academic research and quantitative proof. We charge a quarterly engagement fee based on the complexity of an individual’s financial situation and never take custody of your assets. We never give advice we wouldn’t personally follow and always act as your fiduciary, seeking only YOUR financial goals, with no commissions, kick-backs, or other conflicts of interest.
Investment Philosophy
We agree with the academics and Nobel prize winners. Investment markets are relatively efficient and clients shouldn’t waste time chasing the “next big thing”. Instead clients should focus on passive investing while paying attention to their risk tolerance and asset allocation. It is not our mission to “beat the market”—an impossible task over time. Instead our goal is for clients to get the full market return and then keep as much of that return as possible. We are a long-term, buy-and-hold advisor. We focus on reducing investment costs and maximizing tax-efficient investing. Let us show you how to streamline your finances and investments so you can focus on the important things in life.