Your Investment Plan

Once we know your risk tolerance we can create your personalized investment plan. 

At the heart of our investment philosophy is Modern Portfolio Theory which attempts to maximize the portfolio return for a given amount of risk. We accomplish this by utilizing asset allocation to determine the efficient portfolio and then customize your portfolio to your own level of risk.  

We take an academic approach to investing so we are not relying on subjective stock picking like many other investment managers.  This research has proven time and again that asset allocation is by far the primary determinant of total return - that is the amount invested in stocks and bonds.  As a result, we construct and manage broadly diversified portfolios using tax efficient and low-cost exchange-traded funds (ETFs) and mutual funds.  Each portfolio is then monitored and re-balanced continuously to maintain that optimal asset allocation.  This disciplined approach has repeatedly been proven to achieve optimal investment returns over time.

A Beautifully Globally Diversified Portfolio

Just for you. 

Your portfolio will be constructed to fit your needs. We utilize the below asset classes in order to accomplish this, tilting the portfolio to value and small cap stocks - which research shows outperform over time. We do this in a diversified manner, reducing the amount of risk in the overall portfolio.

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Ready to get started? Contact us for your Get Started Investing Packet

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