Oh, the irony! We’re innovators -- after all, we developed Behavioral Wealth Management because we believe the traditional model is broken. Yet when it comes to investing, we’re old school: we believe in traditional, tried-and-true fundamentals.

Our Philosophies

  • We Don’t Own a Panic Button

    Humans experience emotion – it’s a biological fact. And when it comes to money, science shows that our emotions can be quite powerful. Unfortunately, those emotions can drive short-term thinking and erratic investing choices. That’s why we’ve built a team-based, process-driven investing system. It helps us (and our clients) mitigate stress and emotional decision-making that can potentially derail a disciplined, long-term strategy. Because if you expect a strategy to work, you need to stick with it.

  • "Happiness is the Meaning and Purpose of Life" - Aristotle

    Many investment firms say they’ll help you reach your life goals. But what are your life goals? Can you rattle off your top five priorities? At JOYN, we help you sort through the competing messages, roles, and influencers in your life to help you figure out what matters most. Next, we help you identify how you can redirect resources from the important to the most important. And since life is constantly changing, we continue this dialogue as circumstances shift your priorities.

  • We Eat Difficult For Breakfast

    There are countless investment gurus, books, and websites that make it seem like investing is easy. But here’s the thing: successful investing over the long term is actually incredibly hard. That’s why we approach investment management like a science. We evaluate a variety of economic and market data to reach conclusions we believe are supported by credible evidence – but that’s just the beginning. We then back-test the data and revisit our assumptions and reasoning. Plus there are all of our teams, training, and systems. Sure, it takes a lot of resources, process and careful thought, but we wouldn’t invest your money any other way.

  • We Don’t Own a Panic Button

    Humans experience emotion – it’s a biological fact. And when it comes to money, science shows that our emotions can be quite powerful. Unfortunately, those emotions can drive short-term thinking and erratic investing choices. That’s why we’ve built a team-based, process-driven investing system. It helps us (and our clients) mitigate stress and emotional decision-making that can potentially derail a disciplined, long-term strategy. Because if you expect a strategy to work, you need to stick with it.

  • "Happiness is the Meaning and Purpose of Life" - Aristotle

    Many investment firms say they’ll help you reach your life goals. But what are your life goals? Can you rattle off your top five priorities? At JOYN, we help you sort through the competing messages, roles, and influencers in your life to help you figure out what matters most. Next, we help you identify how you can redirect resources from the important to the most important. And since life is constantly changing, we continue this dialogue as circumstances shift your priorities.

  • We Eat Difficult For Breakfast

    There are countless investment gurus, books, and websites that make it seem like investing is easy. But here’s the thing: successful investing over the long term is actually incredibly hard. That’s why we approach investment management like a science. We evaluate a variety of economic and market data to reach conclusions we believe are supported by credible evidence – but that’s just the beginning. We then back-test the data and revisit our assumptions and reasoning. Plus there are all of our teams, training, and systems. Sure, it takes a lot of resources, process and careful thought, but we wouldn’t invest your money any other way.

Our Investing Strategy

Invest for the long term. Beware of risk. Diversify. Buy low, sell high. These strategies may sound like elementary principles for investing, but we still believe they’re the best ones to use. We rely on tried-and-true fundamentals because they’ve been proven over time.

Our Investing Process

Proprietary algorithms, special tactics, secret sauces? Not at JOYN. Our investing process is transparent; it’s based on empirical research, careful analysis, specialized teams and documented processes. It can be complex, but we strive to make it understandable regardless of your personal expertise. It’s your money, and you deserve to know how we manage it.

Join Us

When wealth advisors look and sound the same, how do you choose? A coin flip? Pick your neighbor? Why leave such an important decision to chance? Instead, join us at an upcoming workshop. Hear recent research, discover new insights, and experience JOYN’s transparency and expertise firsthand.

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