Investment Management

We seek the best possible investments for you at the lowest possible price. Surprisingly, quality investments often cost less.

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Appropriate risk

Making sure you are comfortable with the level of investment risk you are assuming is critical to us.

Diversified

We believe that a diversified portfolio across various asset classes provides the best chance of success.

Customized

Your portfolio is developed to match your risk tolerance, other investments, financial needs and goals.

dept management and wealth benefits

Fiduciary

We don’t get paid by the investments we recommend, so you don’t have to question our motivation.

Quality investments

We utilize quality, reasonably-priced investments that have demonstrated a consistent history of performance relative to their benchmark. We have found that superior investments often have lower costs. We monitor these investments over time and make changes as necessary.

Quality outcomes

There is risk associated with any investment. We work to understand these risks and create a portfolio that gives you the best opportunity to reach your desired outcome.

  • Reduced risk

    A diversified portfolio of quality investments can lessen the impact of market downturns.

  • Returns aligned with your goals

    We evaluate our investments based on how well they are helping you reach your goals.

Investment process:

  1. Investment policy

    We create an investment policy statement catered to you. We outline when you need the funds, how much risk you are willing to accept and which investments you are comfortable including. This statement establishes your overall asset allocation and the criteria by which we invest your account.

  2. Investment selection

    We select and provide due diligence on the investments in your account. When appropriate, we replace your investments and perform tax gain or loss harvesting. We are mindful of the fees associated with each investment and seek to minimize the cost as much as possible.

  3. Asset location

    Choosing the right account type influences the tax efficiency of each investment. When possible, we place the least tax-efficient investments in your qualified accounts and the most tax-efficient investments in your taxable accounts. To keep things simple, we can aggregate all of your accounts together for performance reporting as if they were one portfolio.

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Get the best possible investments at the lowest possible prices from a fee-only fiduciary.

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