Index Fund Investing

“The best way in my view is to just buy a low-cost index fund and keep buying it regularly over time, because you’ll be buying into a wonderful industry, which in effect is all of American industry… People ought to sit back and relax and keep accumulating over time.”

— Warren Buffett

Under certain circumstances Pierre may recommend and use index-based mutual funds and index ETFs (exchange-traded funds) for its clients. Investing in mutual funds and ETFs involves risk, including the possible loss of principal. See our Important Disclosures.

Intelligent Investing

“The market is a pendulum that forever swings between unsustainable optimism (which makes stocks too expensive) and unjustified pessimism (which makes them too cheap). The Intelligent Investor is a realist who sells to optimists and buys from pessimists.”

— Benjamin Graham

Michael brings more than 25 years of portfolio management experience across public and private markets. read his background.

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Fees for portfolio management are published, simple, and negotiable — with no commissions and no performance fees.