Investing

We believe a great investment strategy is one that puts our clients on track to meet their financial goals.

Great Investing is About You First

The needs of your financial goals and your comfort with accepting investment risk help us determine an appropriate investment strategy.

We Are Disciplined Investors

Our core investment principles include: maintain broad diversification, commit to a target stock/bond allocation, see through a buy-low-sell-high investment rebalancing discipline, and pay only reasonable fees.

We Manage Investment Costs

Fees can feel overwhelming and outrageous, and rightfully so! That is why one of our core investment principles is to help ensure our clients are paying only reasonable fees.