Investing
Our investment philosophy is to remain disciplined and not to take more risk than needed to accomplish your goals.
An evidence-based investment approach is used to develop customized asset allocation based on your tolerance for risk, time horizon, and needs. We are proud to be a Dimensional Fund Advisors (DFA) approved firm and utilize their decades of rigorous peer-reviewed research based upon Nobel prize-winning economics. We create globally diversified portfolios comprised of low-cost institutional funds, mutual funds, exchange-traded funds (ETFs), and bonds. We strive to reduce taxes and expenses and look for tax harvesting opportunities and asset location optimization.
As an independent advisory firm, we’re not limited by proprietary, off-the-shelf products. That lets us focus on providing unbiased recommendations based on your needs. Once your strategy is implemented, we monitor and evaluate your portfolio, research potential opportunities as they arise and focus on tax management as appropriate.
If you choose to manage your own investment accounts, we will develop an asset allocation strategy to meet your financial goals and risk tolerance.
