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INVESTMENT MANAGEMENT

We believe that the foundation of successful investing must start with economic science. Advances in science have affected all walks of life, including investing. Most importantly, these advances have allowed us to focus on the areas where we can add value. Our relationship with Dimensional Fund Advisors is key to implementing our beliefs into our client's portfolios.

 

The client experience incorporates our beliefs.  Significant time is dedicated to establishing an understanding of risk appetite, return expectations, distribution requirements and relationship expectations.  Our goal is to avoid any surprises that market movements will have on client portfolios so that staying the course is comfortable.

 

Two issues that we think are important to know about our approach are:

  1. We are governed by and hold ourselves to the Fiduciary Standard.

  2. Portfolio implementation is based on economic science, therefore we employ evidence based strategies.

Barbara and Randy Pople are Investment Advisor Representatives of Advisory Services Network, LLC, a SEC Registered Investment Advisor.  We welcome the opportunity to discuss your financial needs and whether Pople Investment Management might be the right fit for you.

Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional's approach to investing and form the foundation for new strategies. As of June 30, 2021, Dimensional and its affiliates manage $660 billion in USD for investors worldwide.

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