SHEARWATER CAPITAL

When Shearwater Capital was founded in 1999, most financial advisors were recommending actively managed funds with exorbitant annual...

As a fee-only, independent investment advisory firm, we are free to choose any available investment option for our clients. For the past...

In constructing our client portfolios, we rely primarily on DFA funds, for both equity and fixed income securities. While most of our...

As an investor, you can choose between active and passive investment management. Active management is an attempt to beat the market...