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Our Services

Personalized Investment Management

Pursuing a Better Investment Experience


Based on decades of Nobel prizing winning economic research, the odds of your success are improved by following sound investment management principles that drive positive returns and reduce your portfolio’s volatility. We are committed to turning your prosperity into peace of mind with our investment philosophy that is built on world-class economic research and scientific evidence.

With an evidence-based perspective, we follow a disciplined approach that takes the emotions out of the investment decision-making process. We are calm when the market fluctuates because we look beyond the headlines and stay focused on the objective evidence most vital to your success.

Our investment management process begins with a risk assessment profile based on your liquidity, tolerance, time horizon, and required rate of return. It is important to us that you enjoy the investment journey as we navigate your plan to reach your goals. Otherwise, you may mistakenly make poor investment decisions and not be well positioned for higher returns as they occur.

Once we have determined your risk profile, we will establish an Investment Policy Statement in coordination with your overall goals that will enable us to guide, monitor and evaluate your portfolio’s performance. The Investment Policy Statement will include investment allocation recommendations among global asset classes for strategic diversification.

We will also establish acceptable ranges of asset class allocations. So as the markets impact your portfolio, we can rebalance your investments to systematically buy low, sell high, and stay on course with your goals. We will also determine the most tax-efficient locations for your assets in taxable, tax-deferred and tax-free accounts.

Once all sides are aligned, we will manage your portfolio to ensure we continue to bring value. You will also be able to easily view the performance of your portfolio at any time. We will meet periodically to re-evaluate and discuss changes to help you best navigate life’s challenges while staying the course to reach your goals.


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Our personalized portfolio management services include:



Investment
Strategy


Risk
Alignment


Tax
Efficiency


Global
Diversification


Strategic Asset
Allocation



Asset Location
Optimization


Disciplined
Rebalancing


Cost
Conscientiousness


Tax Loss
Harvesting


Client
Support