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Our Investment Philosophy

Investing Blog - JLFranklin Wealth Planning

Guided by a strong belief in markets, we help our clients pursue higher expected returns through advanced portfolio design and careful implementation. An enduring philosophy, strong client commitment, and a robust connection with the academic community underpin our approach.

INVESTMENT PHILOSOPHY AND PROCESS
Our investment philosophy has been shaped by decades of research. We believe that security prices reflect all publicly available information, as intense competition among market participants drives prices toward fair value. We use the information in market prices, combined with fundamental data, to systematically identify differences in expected returns among securities.

We seek to add value by building portfolios that target higher expected returns in a cost-effective manner. By integrating a dynamic, market-driven process with a flexible trading strategy, we manage the tradeoffs that matter for performance—balancing competing premiums, diversification, and costs. This approach is applied consistently across a full suite of global equity and fixed income strategies.

We incorporate our investment philosophy for equities using Dimensional Fund Advisors, along with a few ETFs. Dimensional is a global investment firm that has been translating academic research into practical investment solutions since 1981. Dimensional runs portfolio management and trading desks across the U.S., Europe, and Asia Pacific, enabling the firm to cover global markets and manage strategies on a continual basis.

RESEARCH-BASED SOLUTIONS
Dimensional has forged deep working relationships with leading financial economists—including Eugene Fama, Kenneth French, and Robert Merton—who work closely with the firm’s portfolio management, trading, and research teams. These three financial luminaries also serve on the firm’s investment policy committee. The opportunity for vigorous exchange between the firm’s internal researchers and these lauded academics has allowed us to bring the ideas of financial science to life for our clients.

A strong belief in markets frees us to think and act differently about investing. By evolving with advances in financial science, we have delivered long-term results for our clients.

Preserving the Wealth of Successful High-Tech Community Members
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Preserving the Wealth of Successful High-Tech Community Members
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The BE WISE Planning Strategy
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The BE WISE Planning Strategy
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