Our process: at our introductory meeting we spend approximately 2 ½ hours with you to identify your goals, values, concerns and challenges. As part of the discovery process, we assess your risk tolerance to market losses so as to construct a portfolio in which you can feel comfortable holding long term.
Development of Investment strategy: Our firm makes investment decisions that are based on academically-based models of investing, including, but not limited to the Nobel Prize winning model Fama-French Three Factor Model of 1992 and Modern Portfolio Theory. Our process of selecting assets forces low-cost solutions. Morningstar Director of Mutual Fund Research Russel Kinnel observed: "In every single time period and data point tested, low-cost funds beat high-cost funds."
We believe in passive management, diversification and a long-term buy-and-hold strategy which all provide lower transaction costs, gives greater tax efficiency and lower operating costs.
Execute strategy: Ongoing maintenance, monitoring and reviews to make any changes that are necessary. We give our clients concierge service to assist you in making smart decisions.
Click the button below to download a free risk analysis report in just minutes that will help you identify blind spots in your risk tolerance and portfolio. Contact us to schedule a free, no pressure, consultation to see how we help you minimize your tax burden and create a legacy for future generations.
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