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Our investment strategy is not focused on outperforming or timing the market, as we recognize that the market is mostly efficient. Instead, we aim to construct strategic, diversified portfolios tailored to your risk tolerance and objectives, while also factoring in costs and taxes. Our goal is to create a long-term investment plan that best suits your needs.
Our Approach
- Diversified - Your money is spread across asset classes to match your risk tolerance.
- Rebalance - Intelligently rebalancing your portfolio during the year to keep you on track.
- Risk Management - We help you define a risk level that matches your goals.
- Low Cost - Lower investment costs mean more of your returns stay with you.
- Tax Efficient - We minimize your tax burden with proper rebalancing and investment selection.
Diversified, low-cost, tax-aware portfolios built around your goals.
What we handle for you
- Open your investment accounts, or help you transfer existing ones
- Build a portfolio matched to your goals and risk tolerance
- Choose the investments and place the trades
- Monitor your portfolio and rebalance when it drifts
- Make decisions with taxes in mind
| Assets Under Management | Investment Management Only | With an Ongoing Planning Tier |
|---|---|---|
| $0 – $250,000 | 0.85% | 0.75% |
| $250,001 – $750,000 | 0.75% | 0.65% |
| $750,001 – $1,500,000 | 0.65% | 0.55% |
| Over $1,500,000 | 0.60% | 0.50% |
Clients on an ongoing planning tier (Foundation, Core, or Comprehensive) receive the lower rate. Planning fees are billed separately.
Investing involves risk, including the possible loss of principal. No investment strategy, including diversification and rebalancing, can guarantee a profit or protect against loss. Advisory fees are in addition to the expense ratios of the funds in your portfolio and any custodian or transaction fees.
Schedule a Free, No-Obligation Discovery Session