Approach to wealth management
Our approach to investing is centered around intelligent, low-cost, strategic asset allocation. Our rules based rebalancing program and disciplined investment approach has been proven to be both additive to returns and a reliable method of managing risk.
We design, construct, optimize, and maintain strategic asset allocation models for our clients and do our best to keep the overall fees under 1.25%. It’s a simple, yet very successful strategy, that has attracted over $180,000,000 in group assets.
There seem to be unlimited answers to the question ‘How Should I Invest?’ but we think our answer is the best one.
We offer both brokerage and fee-based fiduciary accounts but prefer to act in a fee-only capacity for you.
About a quarter of our client assets are with non-profits and endowments. Our team has been vetted by numerous prominent board of directors which we believe is an excellent testimonial to our firm, investment approach, and client service model.