Why Advisory Research

Our Unique Qualities

We seek to create portfolios with solid, long-term performance and keep an eye toward reducing volatility over time.  

With this in mind, our investment philosophy is built on a foundation of five core principles:


Our disciplined investment process has been tested in varying market environments and has remained consistent over time.

Long-Term Perspective

We take a long-term approach to investing and have the vision and confidence to adhere to our process despite inevitable market volatility.

Risk Protection

Our strategies focus on protecting capital by striving to reduce risk and deliver long-term positive returns.


We believe it is important to "practice what we preach" and invest alongside our clients; therefore our employees have significant ownership in our strategies.


We have an experienced and professional client service team, and we have created a culture that is dedicated to placing the needs of our clients first.