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Investment Philosophy

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It is critical to us to view not just your investments, but how your investments fit into your whole financial picture and goals. We rely on a proven process customized to the investor. This involves helping clients to determine their needs, goals, risk tolerance, time frame, and interests. Diversification is another area we review to ensure the client is well diversified when considering their other assets.

The key is we get to know you and evaluate your financial situation beforehand. Our team has experience in dealing with complex and specialized investment strategies to help address unique needs of a client. We are not tied to proprietary products and can be agnostic when selecting which investment strategy is most suitable for the client.

Part of the process is selecting and reviewing the investment strategies for your portfolio, however another aspect of equal importance is incorporating the behavioral side of investing. Investments are not not simply about the numbers, but also how you react to the numbers and why you make certain decisions through behavioral biases. We are there to guide you through this and help to rethink these decisions when necessary.


Why Work With Us?

Low Cost & Tax Efficient

We provide our clients with a simple, disciplined, research-based approach centered on a long-term, well-diversified portfolio consisting of low cost and tax efficient investment options.

Here For You

Even the most seasoned investor can make an emotinal or biased financial decision that may not be in their best interest and that is where we come in. We are here to help you talk through your decsions, stay on track, and to prioritize what is most important. 


Extensive Investment Options

One investment strategy does not fit all, and because of that we have access to various independent financial managers when building a portfolio. This allows us to truely tailor to your financial needs and goals. 


Education At Your Fingertips

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9 Facts About Retirement

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A Look at Diversification

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
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Are You Ready for Your Portfolio to Make a Difference?

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.
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Have A Question About Investment Management? We're Happy To Chat!

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