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HAPPY Trust Company
“Our investment portfolio construction begins with the client and is a client-focused process throughout. That process is based on an investment philosophy with five main pillars: Capitalism works, Make decisions based on academic research, Diversify, Control expenses and Stay disciplined.
We implement this philosophy by partnering with Dimensional Fund Advisors and utilizing their passively managed institutional funds. Please take a look through our newsletters and videos as well as the articles and videos produced by Dimensional below for more information on our investment philosophy and process.”
January 25, 2017
2016 Market Review
In 2016, the US market reached new highs and stocks in a majority of developed and emerging market countries delivered positive returns.
December 15, 2016
DIMENSIONAL FUND ADVISORS
Predictions about future price movements come in all shapes and sizes, but most of them tempt the investor into playing a game of outguessing the market.
October 21, 2016
The Active-Passive Powerhouse
The fastest-growing major mutual-fund company in the U.S. isn't strictly an active or passive investor. It is both.
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