Kriss Investment Group: Disciplined Asset-Class Investing

Kriss Investment Group LLC is an independent fee only, SEC-registered investment design and management firm.

Disclosure

Business Continuity

Our investment approach is principally based on Modern Portfolio Theory -- developed at Stanford and the University of Chicago. Simply put, broad diversification produces the same or higher total returns for less risk, as the financial crises has proven once again.

Broad diversification means looking across US equities, and beyond to global markets, bonds, real assets and inflation-linked instruments.

This is why we emphasize disciplined asset class allocations, low expenses, and minimization of taxes and transaction costs -- not stock picking, hedge funds or market timing.

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Morningstar's Market Barometer captures changes in the US equities market by asset class -- small vs. large, value vs. growth.