Our investing philosophy is straightforward. Time in instead of timing. Diversify, both by asset and market. And always look for the best, lowest cost investments.
We only use ETFs (Exchange Traded Funds) and index funds that cover healthy and broad-based asset classes.
To protect clients from costly trading fees, we only invest in funds that trade for free on Fidelity.com
No Account Fees
Our clients don't have to worry about any administrative costs eating into their performance.
Our model portfolio annual expense ratios range from 0.16% to as low as 0.06%. Percentages vary by model.
Only 16% of people feel very confident that they’ll have a comfortable retirement. We’re on a mission to change that. We help our clients find peace-of-mind – for retirement and for their shorter-term goals – and the freedom to pursue a life full of purpose.
We take a holistic approach to financial planning. Even if we don't manage the asset, we still include outside assets and income streams in your dynamic financial plan.
Financial planning isn't one and done, it’s dynamic. We work with clients to continually update their plan as their situation, markets and the tax landscape evolves.