Lucas Group CPAs

BTL Capital Management is a part of a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. We don't believe in looking for needles in haystacks, but believe in owning the haystacks. This means making recommendations based on decades of peer-reviewed financial research that demonstrates how investors can increase their expected returns and better achieve their goals when they focus on things they can control: minimizing costs, building a diversified portfolio, implementing effective tax strategies, and taking only those risks appropriate to their unique situation. Our approach is based on established facts and evidence, not opinions or media speculation. We think letting decades of unbiased, peer-reviewed financial research guide our recommendations is the best way to invest. Our philosophy is heavily influenced by the Nobel Prize-winning work of professor Eugene Fama and others like him. Fama's work (Nobel web page) since the 1970s has focused on the central idea that markets are naturally efficient. Practically speaking, it means that by the time an investor hears a piece of news about a stock or fund, it's highly likely that such news has already been factored into the price and, therefore, any advantage of knowing that news has effectively been eliminated. Recommendations based on historical, observable market behaviors and prices takes emotion out of the equation - and leads to steadier, more predictable results over the long term. Our investment strategy brings logic, transparency and simplicity to your life. We help you focus on the things you can control, so you can ignore the things you can't. We help you understand the evidence behind our investment process and decisions, helping you feel even more confident in the decisions we make together to best safeguard your financial future. Every decision we make is measured against how well it helps you achieve your goals.