Our Investment Philosophy

At Schorpp Capital Management we strive to deliver returns that are in relation to our clients risk tolerance. We subscribe to the Efficient Market Hypothesis which says that market prices are fair and they fully reflect all available information. This does not mean that prices are perfect, some will be too high and some will be too low, but it is impossible to know when these inefficiencies will occur.

We use asset class investing to capitalize on the three factors that we feel mostly determine portfolio returns. Those three factors are:

1.  Asset Allocation – By broadly diversifying our client’s portfolios we are hoping to increase returns over the long run and reduce portfolio volatility.

2.  Reduce the Costs Associated With Holding a Particular Asset – At Schorpp Capital Management we closely track the expense ratio, trading costs, and portfolio turnover of all the funds we recommend to our clients.

3.  Tax Efficiency – Taxes can be very detrimental to long term stock market returns. At Schorpp Capital Management we expertly manage your portfolio and take into consideration all tax advantages for your portfolio.

We mostly utilize the funds offered by Dimensional Fund Advisors (www.dfaus.com) to deliver outstanding returns matched to the volatility expectations of our clients. We believe that returns will increase with the amount of volatility (or risk) a client is willing to assume. This really is capitalism at its core. We invite you to take our ‘riskability survey’ to determine the level of portfolio volatility that is right for you.

Schorpp Capital Management is a fee only advisor. This means that our interests are perfectly aligned with our client’s interests. We never receive a commission for any of the investment products we recommend.