Investment Management
Maximizing your risk-adjusted return is our only goal when it comes to portfolio construction.
As an independent registered investment advisor, we’re held to a fiduciary standard. That means we put our clients' interests first. Our investment management priorities are to reduce your costs, enhance your returns, and maximize your long-term wealth.
Portfolio Management
Highly Diversified
A diversified portfolio is key to maximizing risk-adjusted returns and maintaining a long-term focus. Our portfolio allocations are built with exposures across geographies, sizes, and styles to ensure you’re never over- or under-exposed to areas of the market.
Flexible Investment Selection
Because we’re not affiliated with a single asset manager, we’re able to construct portfolios with the best available funds based on track records and costs. Further, our selections are not limited to an "either-or" decision between active and passive management. We believe a combination of active, passive, and "hybrid" strategies is the most flexible and therefore the most beneficial to you and your portfolio.
The Benefits
Long Term Focus.
A LONG-TERM INVESTMENT HORIZON TO MATCH YOUR LONG-TERM GOALS.
Countless studies show that "market-timing" is extremely difficult to execute and ultimately leads to negative outcomes for investors. That’s why we invest clients’ assets with a long-term focus. Because you have a long-term focus, too.
Low-Cost, Tax-Efficient Investments.
LIMITING FUND EXPENSES AND TAXES CONTROLS YOUR COSTS.
By focusing on investments with low internal expenses, minimizing trading costs, and making tax-efficient management decisions, like tax-loss harvesting and minimizing ordinary income and short-term capital gains, we aim to keep your investment expenses low.
Simplified Reporting.
EASY-TO-READ PERFORMANCE REPORTING THAT’S SIMPLE TO UNDERSTAND.
No matter how complex your portfolio, we make sure you can review and understand it at a glance. When possible, we also include investment "benchmarking" to make performance comparisons easy.