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HAPPY Trust Company
“Our investment portfolio construction begins with the client and is a client-focused process throughout. That process is based on an investment philosophy with five main pillars: Capitalism works, Make decisions based on academic research, Diversify, Control expenses and Stay disciplined.
We implement this philosophy by partnering with Dimensional Fund Advisors and utilizing their passively managed institutional funds. Please take a look through our newsletters and videos as well as the articles and videos produced by Dimensional below for more information on our investment philosophy and process.”
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