Evidence-Based Investing
12 Principles Guiding Long-Term Investing Strategy
Explore the principles of a long-term investment strategy and how you can apply them to your financial life.
*Modera Wealth Management is a registered fiduciary, which means we are legally obliged to act in our clients’ best interests.
Build the Foundation of Financial Success
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$17B
Assets Under Management (AUM)*
40+
Years of Industry Experience
11.2 yrs
Average Client Tenure*
Guided by Evidence, Informed by Experience
Successful investing rarely comes from quick reactions. It comes from understanding how markets work, recognizing how emotions can influence decisions, and following a disciplined approach designed to support your long-term goals.
Preview the Principles
Straightforward and practical, these concepts are the core ideas that help support a disciplined investment strategy.
Markets Incorporate Information Efficiently
When new information becomes widely known, it’s typically reflected in prices before any investor can act on it—which makes timing the market difficult.
Risk Can be Reduced, But Not Eliminated
Diversification can help manage some risk, but not all. A thoughtful, goal-aligned portfolio can help you stay on track, balancing predictable market shifts and providing resilience against unexpected disruptions.
Behavioral Biases Can Lead to Mistakes
Loss aversion, recency bias, herding behavior, and overconfidence may unintentionally influence decision‑making—but can be counteracted by a disciplined strategy.
Get the 12 Principles of Building Long-Term Wealth
Explore a Research-Driven Approach to Investing
If you’re looking for an investment approach designed to help support a broader financial plan, not just your portfolio, this guide is a helpful starting point.
*Please Note: Data as of 12/31/2025. Should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Modera Wealth Management is engaged, or continues to be engaged, to provide investment advisory services.
Modera Wealth Management, LLC (Modera) is an SEC-registered investment adviser. SEC registration does not imply any level of skill or training. For information pertaining to our registration status, the fees we charge including how we are compensated and by whom, additional costs that may be incurred, our conflicts of interest, any disclosed disciplinary events of the Firm or its personnel, and the types of services we offer, please contact us directly or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov) to obtain a copy of our disclosure statement, Form ADV Part 2A, and ADV Part 3/Form CRS. In addition, our Privacy Notice outlines how we handle your non-public personal information. Please read these documents carefully before you make a decision to hire Modera, invest or send money.
Modera Wealth Management, LLC (Modera) is an SEC-registered investment adviser. SEC registration does not imply any level of skill or training. For information pertaining to our registration status, the fees we charge including how we are compensated and by whom, additional costs that may be incurred, our conflicts of interest, any disclosed disciplinary events of the Firm or its personnel, and the types of services we offer, please contact us directly or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov) to obtain a copy of our disclosure statement, Form ADV Part 2A, and ADV Part 3/Form CRS. In addition, our Privacy Notice outlines how we handle your non-public personal information. Please read these documents carefully before you make a decision to hire Modera, invest or send money.