Our investment approach
We help you preserve, protect and grow your wealth through a disciplined, non-reactive, and evidence-based approach to investing. As CEFEX-certified advisors we are committed to fiduciary wealth management and adhere to the industry’s highest standards of practice for High Net Worth Wealth Management and Retirement Planning.
Your disciplined, diverse portfolio
We also take a diversified, disciplined approach to portfolio management. We'll design your investment portfolio to help optimize your returns while mitigating your risk. Since 2007, we've worked with Dimensional Fund Advisors (DFA), a leading global investment firm that has been translating academic research into practical investment solutions since 1981.
Our investment consulting
To help you align your investment portfolio with your personal values and retirement goals, we'll conduct an in-depth:
- Performance analysis
- Risk evaluation
- Asset allocation
- Tax ramifications
We'll also assess the costs of your current holdings,
help you uncover any hidden fees or commissions that
you may have been paying, and make recommendations for zero commission, low-fee alternatives.
Exclusive access to funds
As fee-based fiduciaries, we have exclusive access to low-cost mutual funds offered by DFA.
For socially and environmentally conscious investors, we offer sustainable investment strategies that place greater emphasis on companies considered to be acting in more socially and environmentally responsible ways within a highly diversified and efficient investment strategy.