Today the only people who don't think markets work are the North Koreans, the Cubans and the stock pickers.”
- Rex Sinquefield

Co-founder of Dimensional Fund Advisors and pioneer of index investing.
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Our Promise

There are many ways to judge the merits of a wealth manager—investment performance, industry reputation, assets under management. But in gauging our success we choose one measure above all others—the trust of our clients. Through our own internal evaluations and based on feedback directly from our clients, we continually find that we have earned our clients’ trust. To us this is a powerful confirmation of our philosophy and guiding principles. When you become a client of Principia Investment Advisors, we promise:

  • We will only act in your best interest.
  • You will always have access to your advisor.
  • When you speak, we will listen carefully.
  • When we speak, you can always expect objectivity and truth.

LINKS

The Origin of Principia

OVERVIEW

  • Founded by J. Derek Imes
  • Derek earned the Certified Investment Management Analyst (CIMA) designation through the Wharton School of Business
  • Awarded the Accredited Investment Fiduciary designation by the Center for Fiduciary Studies