HoganTaylor affiliate, HT Disciplined Investments provides money management for select clients. Committed to helping each client enjoy a successful investment experience, HT Disciplined Investments 
structures custom portfolios for each client’s unique 
risk tolerance, objectives, life circumstances and 
outside holdings.

In harmony with efficient markets and the latest academic research, HT Disciplined Investments avoids the speculative pursuits of investing by attending to the most significant determinants of portfolio returns: costs, tax efficiency, and asset class exposure. This uncommon approach requires discipline to make rational rather than emotional investment decisions. It also requires a commitment to educating our clients rather than convincing them of our superior investment foresight.

HT Disciplined Investments has access to a discriminating institutional fund family that espousing these same tenants. Dimensional Fund Advisors, founded in 1981, is operated by some of the nation’s most highly regarded financial economists. With more than $100 billion under management, Dimensional Fund Advisors is at the forefront of integrating academic research, investment strategies, and investor implementation.

Fees for asset management may be charged based upon assets under management or an annual retainer. To maintain objectivity, HT Disciplined Investments never collects commissions from the securities they recommend.