EnRich Financial Partners LLC

We provide you with this knowledge in an ongoing and structured manner through our philosophy. Following the initial assessment, we will evaluate all accompanying documents and existing holdings. This knowledge empowers us to find your current position and create a map that guides you to where you want to go. The conventional wisdom is that performance comes from finding mispriced security and predicting economic and market conditions accurately. We think differently. We believe it is market returns that drive return and portfolio structure and execution that governs performance. Our capacity to think differently allows us to invest with a market-based belief. Portfolios are founded on "science" and capital market understanding. Research from academic and empirical literature demonstrates that there are persistent factors that may generate higher returns over time (structural drivers). These drivers show that portfolios are expected to outperform the market systematically. Portfolios can be created around them to capture premium returns. We use evidence-based investment approaches to maximize the benefits of capital markets and strive to deliver exceptional investment experiences to all customers with low taxes and reduced costs.