Discipline Funds — Home

Helping Investors Solve Their Most Important Problem: TIME

Our mission is to help you live better by empowering you to navigate your financial lifetime with clarity and confidence.

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We’re not your average advisory firm

Personalized planning. Sophisticated, rules-based portfolios built around Defined Duration™ asset-liability matching (ALM). Flat fees with diversified indexing. Low cost and tax-aware implementation. Trusted fiduciaries.

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How we’re different

Planning-based

Personalized and quantified with custom software and processes.

ALM to goals

Asset liability matching connects investments to financial goals.

Flat fee & tax-aware

Flat fees, low cost indexing, tax aware, disciplined.

Macro expertise

Unique macro expertise combined with custom portfolio construction.

Defined Duration™ Investing

The future of financial planning is here. Sophisticated asset-liability matching with time-based sleeves mapped to real-life goals.

Defined Duration Overview Contact Us

Financial goals mapped to your life

0–3 yrs

Cash & T-Bills

Emergency fund Upcoming taxes Near-term spending

3–7 yrs

Short / Int. Bonds

Tuition Home upgrade Major purchase

7–15 yrs

Balanced Diversifiers

College Second home Bridge to retirement

15+ yrs

Global Equity Growth

Retirement Legacy Long-term growth

What we do

Services for advisors Helping advisors navigate the ever changing advisory landscape with custom software, plug and play products, unique strategies and insights. Services for households Discipline Financial Planner. Our flat fee financial advisory service including our personalized asset-liability matching process. Tailored to your life. Explore our funds Learn more about our time weighted strategies designed for financial planning. Read our research Discipline Alerts. Get the latest research and news about what matters in markets and the macroeconomy so you can stay informed and disciplined.