Disciplined Capital Management is an independent registered investment advisor with nearly $500 million in assets under management. We exclusively serve the unique needs of institutions, foundations, endowments, and not-for-profits by applying a disciplined, proven, and responsible investment philosophy.
The firm's investment philosophy is based on the well-researched principles that:
Capital markets provide returns for risks that cannot be diversified away
Security selection consists of constructing portfolios with specific risk/return characteristics at the lowest cost
A portfolio's risk is defined by how it is allocated among independent asset classes
Carefully measuring and monitoring results is necessary for long-term success
We are committed to investment ideas that are grounded in academic research. The essence of our investment philosophy is that capital markets work in the long run; a portfolio's risk is defined by its allocation among asset classes; and that security selection is a matter of constructing portfolios with specific expected return/risk characteristics at the lowest cost.