Investment Management

Watching volatility in the stock market can feel like a rollercoaster. “I think”, “I feel”, “I hope” are not prudent investment strategies. The benefit of working with our team is to develop comprehensive strategies so short-term market fluctuations don’t derail you from your long-term goals. Our disciplined approach to investing considers long-term trends, broad market diversification, and minimizes investment costs.

Based on your personal situation, risk tolerance, and goals, we create customized investment portfolios to give you confidence. By monitoring your investments regularly, rebalancing based on market movements and not on an arbitrary timetable, your portfolio will be optimized to improve potential returns.

Not all financial advisors are created equal. As fiduciaries, our role is to make investment decisions that are in your best interest. We do not accept commissions and our fees are set up so that when you do better, we do better. 



Our investment philosophy:

  1. Create diversified portfolios
    We do not put all your eggs in one basket. To reduce risk, investments are diversified across many sectors, countries, bond durations and other non-correlated asset classes to withstand potential challenges in the markets.
  2. Use low-cost investments
    One predictor of future returns is the cost of your investments. Our portfolios are constructed using investments that are low-cost and tax-efficient to help maximize your potential returns.  
  3. We think long-term
    Our portfolios are built using time-tested, evidence-based research to provide long-term success. We avoid making speculative investments or trying to time the market based on provocative headlines. 

If you are looking for objective advice on how to build your investment portfolio, we can help.

Have questions or want to learn more? Click here to schedule a 15-minute introductory call 

Disclosure: Nothing herein is an offer to purchase or sell, nor a solicitation of an offer to purchase or sell an interest in any other financial instrument.  All investment strategies have the potential for profit or loss; changes in investment strategies, contributions, or withdrawals may materially alter the performance and results of a portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be suitable or profitable for a client's investment portfolio.