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Evidence Based Investing

This 28-page Informative Guide will help you:

  • Understand how and why to escape investment approaches based upon hunches, opinions, biases and other prominent causes of the Investor Behavior Penalty (IBP).
  • Learn seven key insights, supported by specific evidence, that can guide your future investment approach – on your own or with a professional - in a solid way.
  • Learn five components of EBI: 1) Asset Allocation, 2) Security Selection, 3) Trading & Rebalancing, 4) Tactical Adjustments and 5) Investment Review that offer a comprehensive framework for successful investing into the future.
  • Learn why passive investing (with index funds or ETFs) has its role and can be augmented by select active management following a six-step EBI-based evaluation process.
  • Learn how tactical adjustments, trading and rebalancing and review processes play a role in sound portfolio management.
  • Gain key takeaways in the form of four negative findings (what to avoid) and five positive findings (what to pursue).
  • Learn why we believe the optimal solution consists of a combination of Strength Based Wealth Management® (SBWM) and Evidence Based Investing (EBI).
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7001 E. Belleview Avenue
Suite 600
Denver, CO 80237
+1 (303) 721-7000
info@janiczek.com

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Who We Are

  • Our Story
  • Our Purpose & Values
  • Awards & Accolades
  • Our Team Leaders
  • In the Community
  • Denver Investment Firm

What We Offer

  • Portfolio Management
  • Wealth Management
  • Retirement Planning
  • Specialty Tracks

Why Choose Us?

  • Breakthrough Moments
  • How We Differ
  • Three Unique Advantages

Useful Resources

  • Blog
  • Investment Commentary
  • Chart of the Quarter
  • White Papers
  • ADV/CRS Forms
  • Informative Guides

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