“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
Account Minimum: $0