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.
Index Funds
We only use ETFs (Exchange Traded Funds) and index funds that cover healthy and broad-based asset classes.
Commission-free
To protect clients from costly trading fees, we 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.
Rock-bottom ratios
Our model portfolio annual expense ratios range from 0.16% to as low as 0.06%. Percentages vary by model.
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.
Dynamic Planning
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.
Get started
Ready to take the first step toward financial freedom? Schedule a short intro call with a member of our team.
Asset management