Broker Check

Wealth Management

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.

 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.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (239) 430-7007