facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Diversified. Tax-conscious. Transparent. Flexible. Research-based.


What does it mean to have an "academic" approach to investing?

Our portfolios are grounded in unbiased research that comes from leading academicians from institutions such as The University of Chicago Booth School of Business, Dartmouth College Tuck School of Business, UCSD, MIT, Yale, and many others. By targeting the right risk and return parameters that academia has identified as the most effective drivers of returns we work to reduce costs and taxes where possible. The outcome? We give our investors the best possible chance of success in meeting their financial goals.

Portfolio Structure:

Our portfolio design fits the pieces together that produce the highest return possible with the least risk. Studies by The University of Chicago, Dartmouth, UCSD, Stanford and others are the basis for the way we construct our portfolios.

Structure in Practice:

Academia has found a positive risk and return tradeoff in the overweighting or “tilt” of the portfolio to increase exposure to small cap stocks. Investors’ biggest challenge is to get into the “ultra-small” or microcap equities that benefit the most from this observed premium. To truly benefit from this asset class, Springboard has access to the right tools and the knowledge to apply the research properly and globally to your portfolio.

Management Costs:

By leveraging mutual funds that are available only to institutions and qualified advisors, we will allocate your portfolio in investments with lower internal costs than equivalent funds you can buy on your own. Our average portfolio expense ratio is approximately .36% for our tax-managed 70/30 portfolio.

Tax Reduction:

We always work to minimize your exposure to tax liabilities while also providing exclusive access to low-cost, tax-managed or tax-advantaged equity investments. For a fraction of the management cost of a separately managed account, we gain many of the advantages of those instruments while still maintaining our academic biases and global diversification.