Evidence-Based
As financial planners, we understand that clients entrust to us their life savings, and by extension, the financial results of a lifetime of hard work.
Some clients have unique tax challenges, special family dynamics, or unique motivations. Clients share a desire to have their wealth managed using sound thinking.
We develop your portfolio by focusing on asset location, managing taxes, keeping costs low, diversifying globally and across asset classes, and rebalancing in alignment with your asset allocation goals.
We keep a calm, steady hand on the controls when the market is anything but calm.
Maintaining a long-term perspective and a proactive, disciplined investment process helps you capture market returns and manage the related risks over the course of your lifetime.
We don’t guess at what the markets will do. No one can consistently and accurately know that.
We rely on the decades of research performed by academics and Nobel Laureates to guide our thinking. Evidence-based portfolios are low-cost, globally diversified, and seek to capture market returns with ETFs and mutual funds.
Emotions, biases, and other psychological factors cause the average investor, generally, to be wired to be poor investors of their own money.
When you overcome these behavioral factors by knowing, unemotionally, when action is needed and when reaction is detrimental to your goals, you are controlling a critical aspect of managing your investment portfolio.
We provide an unemotional perspective so you can maintain a well-planned investment strategy that is aligned with your goals, values, and priorities.
Experience an investment philosophy that personalizes your portfolio and aligns it with your goals and priorities.