VALUES

Regula Aurea is Latin. Translated into English it means Golden Rule. The Golden Rule is to treat others how you want to be treated. We have this name to represent that our firm culture is founded on the principle that we treat our clients as we want to be treated. We wouldn’t put a client into an investment we don’t believe in and wouldn’t be in ourselves. This is the foundation of our firm and is the anchor in all that we do with our clients.

10% of all profits are donated to nonprofits and projects with a focus on disabilities, orphans, and economic development.

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We believe philosophical alignment is important for our relationships with clients to be successful. The hallmarks of a relationship with Regula Aurea include:

• Fiduciary
  We think and act in the best interests of our clients. Each investment firm has its own individual culture, investment philosophy and proprietary investment processes. Whether we’re working with nonprofits, endowments, private investors or anyone else, our investment model is designed to put clients first.

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• Long-term Perspective
  We take a long-term investment perspective with our clients, seeking outperformance over the full market cycle.

• Customization
  Investment selection, asset allocation, and risk management are tailored to each client's unique circumstances.

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• Investment Culture
  Our partners are focused on investing, not marketing; our partners lead the investment process and make the investment decisions.

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We believe in both strategic and tactical asset allocation. Markets generally work over the long-term. So, a strategic asset allocation utilizing broad diversification helps reduce risk and protects against outlier events. Long-term returns are the only ones that matter but thinking and acting exclusively for the long-term will feel uncomfortable and even appear careless at market extremes. While the long-term is the only time frame that truly matters, we recognize that organizations are forced to make financial decisions in the short-to-intermediate terms.

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This is why we use a dynamic risk management strategy to ensure that investors can handle and take advantage of periodic volatility without abandoning their investment plan. We build globally diversified portfolios across asset classes, strategies, market caps, and risk factors using an investment methodology where the focus is on getting the most out of your resources.

We believe you must invest in the markets as they are, not as you wish them to be. Risk and return are attached at the hip so no matter how you invest, risk never completely goes away, it just changes shape. This means investors must be willing to accept some form of volatility to achieve returns above the rate of inflation. Therefore, it’s our job to help clients gain exposure to those areas where they are being paid to take risk.