Our investment management service incorporates low-cost, tax-efficient and high-impact strategies designed to help you achieve your goals.
Your initial consultation is always free.
Investment Management
“Help me manage my investment Portfolio”
Our investment management service starts with building a custom investment portfolio to fit your goals, risk-level, time horizon and personal values. We do all the work for you in ensuring your portfolio is continually aligned with your needs as your situation and the markets change.
Comprehensive Financial Planning is included with the investment management service, regardless of account size.
Our investment philosophy adheres to a low-cost, passive investing style, and we partner with firms including Vanguard and BlackRock to build cost-effective, diversified portfolios. We are a Dimensional Fund Advisors (DFA)-approved investment advisor, and we can implement these Nobel Prize-winning strategies only available through accredited advisors.
Aligned with your personal values
We can also incorporate Socially Responsible Investing (SRI) and Environment, Social, and Governance (ESG) investment strategies based on your personal values.
Tax-Aware
We actively manage taxes in portfolios by deploying tax loss harvesting and asset location strategies, among others. After all, it’s not about what you make, it’s about what you keep (after fees and taxes).
Have peace of mind in knowing your money stays with established institutions you can trust.
You’re in Control
What to Expect
Low Cost
We incorporate low-cost ETFs and mutual funds to build your investment portfolio, so you can hold on to more of your returns. We typically recommend cost-efficient investments through Dimensional, Vanguard and BlackRock.
Diversified
We build customized portfolios built for the long term. As such, you can expect a low-cost and tax-efficient portfolio that is diversified across numerous asset classes to maximize growth and reduce volatility.
Tax-Efficient
Through tax-mitigation strategies including asset location and tax loss harvesting, we make every effort to reduce tax drag in your portfolio. After all, it’s not about what you earn, it’s about what you keep.
Values-Oriented
We’re not kidding when we say we can help you build a portfolio that aligns with your personal values and your long-term goals. We want to learn what’s important to you and educate you on how your portfolio reflects your values.
Learn About our Other Services:
Financial Planning | Investment Management | Tax Planning | Retirement Planning | Insurance Optimization