Investing. The DESMO Way.

At DESMO, investing is about making the best use of your resources to reach your goals. Our investment philosophy has three elements:

  1. Goals-Based Investing
  2. A disciplined framework based on financial science
  3. A balanced approach between costs and benefits for your goals

Goals-based investing is a framework for selecting your investments and building up your portfolio starting from measurable goals.

Goals-based investing has two key advantages relative to standard approaches: Clarity about the value and purpose of your savings and better risk management. This leads to better decisions and can substantially improve your long-term performance.

Download our Guide: 8 Steps of Successful Investing.

Upgrade Your Investment Experience

We’re always looking for ways to continue to earn the trust you place in us. That’s why we implement investment plans using an advanced technology platform and an investment approach grounded in economic theory and backed by decades of empirical research.  Our goal is to enhance your investment experience and help reduce your transaction costs.

Highly regarded funds with no additional transaction fees. 
The Dimensional family of funds has 38 years of history, $580 billion in assets under management, and a time tested investment philosophy.  As an added benefit, our use of the Betterment technology platform enables you to access Dimensional Funds without any additional transaction fees, which could translate into substantial expense savings for you.

Human support when you need it. Technology when you don’t.   
By teaming up with Betterment, an innovative tech-forward custodian, investing can be easier than ever before and (dare we say it) kind of fun. Betterment uses a goals based approach to help you focus on progress towards your goals.  Leveraging this technology also enables us to streamline certain administrative functions and pass those efficiencies along to you.

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