invest wisely

Financial markets are inherently unpredictable. 

So, why do so many people spend so much time (and money) trying to predict the market?

Financial science offers a better way: let the market work for you.

Source: Dimensional Fund Advisors

"i'd compare stock pickers to astrologers, but i don't want to bad mouth astrologers." 

-eugene fama

At CAVU Wealth Advisors, we're not interested in the latest hot stock tip. We don't have financial television on at our office, and we're not making investment decisions based on what the financial press is trying to sell us.


Instead, we take advantage of decades of research from some of the brightest minds in the world of finance. Their work shows us some important things about the markets, how they work and why, and we harness the power of this knowledge in our clients' portfolios.


Below are some important foundational principles that make up the core of our investment philosophy.

  • let the market work for you

    When you try to outwit the market, you compete with the collective knowledge of all investors. By harnessing the market's power, you put their knowledge to work in your portfolio.

  • many investors follow their emotions

    People may struggle to separate their emotions from their investment decisions. Following a reactive cycle of excessive optimism and fear may lead to poor decisions at the worst times. We help you manage your emotions, and help hold you accountable.

  • Diversification reduces risks that have no expected return

    Concentrating in one stock exposes you to unnecessary risks. Diversification reduces the impact of any one company's performance on your wealth.

  • Focus on what you can control

    No one can reliably forecast the market’s direction or predict which stock or investment manager will outperform. We can help you create a plan and focus on actions that add value.

  • Outsmarting other investors is tough

    Few mutual funds survive and beat their benchmark. In fact, for the 15-year period ending December 31, 2014, only 19% of equity funds funds did so.