INVESTMENT MANAGEMENT

Bar_Divider“Somebody is sitting in the shade today because someone planted a tree a long time ago”-Warren Buffet

A solid financial plan should be accompanied by an equally solid investment strategy. Clients who wish to have us manage their non-workplace investments can access a selection of ETF-based portfolio strategies built according to individualized risk tolerance. The selection of investments has been developed by leading asset-managers including Vanguard, and Goldman Sachs Asset Management.

Our Investment Philosophy:
  • Passive index investing with personalized asset allocation, tax-loss harvesting, and portfolio re-balancing
  • Use technology to offer efficient and low-cost portfolios
  • Provide access to all clients to begin investing without requiring “large” account minimums
  • Provide investment guidance to clients while also keeping them from the “big mistake” that can erode investment returns

Management Fee: 0.60%

Account Minimum: $0