Customized, flexible, comprehensive portfolio management
We greatly appreciate the trust our clients place in us, so we employ a rigorous, data-driven approach to investment management. Using a “household view” of investments (including both employer-based retirement plans and other accounts), we will recommend an investing approach that appropriately balances risk, reward, tax considerations, and more. We do not view ourselves as “stock-pickers” or “market-timers”; we rely on time-tested processes that build wealth for the long run.
How We Manage Money
Our portfolio management works hand-in-hand with our financial planning at all times. Using our Wayfinder process, we are able to appropriately balance risk and reward, taking into consideration our clients’ financial needs, investing time horizon, risk tolerance, tax concerns, and more.
Opportunity can be found everywhere in financial markets, and different assets will outperform in different environments. We build portfolios that are diversified across a wide variety of investment types, including stocks, bonds, real estate, and more, both in the United States and abroad.
Investment management fees can add up over time, and as part of our fiduciary duty, we always strive to minimize direct investment management fees. Both in the products we recommend and the investment custodians we select, we are always looking for opportunities to keep fees to a minimum.
Financial markets can be volatile, so we build portfolios that are nimble enough to change with them. Combining periodic rebalancing with strategic tactical shifts, we ensure that your investments evolve with the constantly changing economy, taking advantage of volatility rather than being victimized by it.
