Our Vision

You can fill out all the Investment Policy Statements in the world, immerse yourself in Modern Portfolio Theory and gallop along the Efficient Frontier.  But all the research and planning in the world will fail to serve you well if the people in power lack the power to act.

“It is the luxurious and the dissipated who set the fashions which the herd so diligently follow.”

Henry David Thoreau

In the world of money managers, the actions of the largest players are dictated by their place in the food chain.  It’s an employer/employee society in which many of the most brilliant managers in the country don’t have the freedom to act on the technical research they have at their disposal.  The size of their funds and the rules that dictate their decisions limit their ability to offer you their wisdom.

“To have what you’ve never had, you must do what you’ve never done.”


At Discipline Advisors, Inc. we are committed to walking alongside with our clients, working together as you identify your values, discover your dreams, and create a plan to achieve them.  We offer multiple investment strategies, truly customizing a portfolio unique to your financial objectives.  Serving our clients with dedication and integrity is our highest motivation.