We believe strongly the best investment management strategy is one you'll stick to. We expertly craft your investment policy statement to provide you the confidence to stay the course in both good and bad economic cycles.
Many financial advisors skip through the process quickly to close a sale. We believe attention to detail in the creation of your investment plan starts at the very beginning of our relationship.
The core of our investment management strategy is rooted in academics and investing science that has been time tested and validated by Nobel Prize winning financial theorists. Our investment management strategy is grounded in 5 key factors designed to deliver client-focused results:
Our investment management strategy is designed to deliver the confidence necessary to allow our clients financial inspiration throughout their retirement lifetime.
Our portfolios are created using DFA and Vanguard Institutional mutual funds and exchange traded funds (ETF's) as core holdings. These institutional funds and ETF's offer lower costs, lower trading fees, more efficient operations with broader diversification than standard retail or loaded funds. As a fee only financial advisor, our only incentive is delivering the results our clients need to realize their vision of retirement. We choose only the very best investment solutions completely independent of brokerage or insurance firms.
Taxes are complex. We can help.
Taxes play a large role in just about everything we do. Unlike many traditional brokers, who downplay or ignore important tax issues, we embrace them. As a CPA - Certified Public Accountant, our firm understands the value that comes with sound tax planning, and we have developed significant expertise in the complexities of retirement planning and investment management. We use existing tax law to help you defer more taxes while saving for retirement, and manage taxes more efficiently once you reach retirement.