What Makes Us Unique
Our Investment Philosophy
We believe that educated investors who maintain a long-term approach are well prepared to weather volatility in the stock market and their investments. We work hard to ensure that our investors possess a comprehensive understanding of investment principles, including:
- Markets are efficient
- Risk and return are related
- Diversification is key
- Structure explains performance
We utilize passively managed, evidence-based, structured asset class portfolios. Quantitative evidence shows that broad diversification can provide protection against investment failure.
Our Commitment To You
We emphasize transparency, confidentiality, and client service through every interaction. We respond quickly to your needs in order to maintain a transparent line of communication.
We understand that your situation is unique. We tailor each meeting to specifically address the needs of you and your family. With regular conversations, we will work together to create a flexible financial plan that’s designed to help you meet your financial goals.
We’ll also provide you with holistic financial advice that reaches beyond the assets we manage, such as tax, estate, and retirement planning guidance, including 401(k) plan asset allocation evaluation.