Investment Management

Investment Management

Your investments must work for you, and not keep you awake at night. You likely have enough to worry about - your family, your work, your business, and your career without adding the stress of managing your investments.

We'll help you determine which investments are suitable, based on your goals and risk tolerance, to help you reach your goals. We'll help you develop, implement and monitor an effective investment program. We'll help you reduce investment acquisition and management investment costs by using no-load mutual funds, exchange traded funds (ETFs), and other appropriate investment vehicles.

In our efforts to provide cost-efficient and effective exposure to investment markets, we have been approved by Dimensional Fund Advisors (DFA) to use their enhanced indexed funds. We use DFA and exchange-traded funds (ETFs) to provide core, low-cost exposure to markets, supplementing these core holdings with appropriate actively-managed funds in select segments of the investment markets. 

As an independent fee-only firm, we are free to use a broad range of investment options, without being distracted by commissions or quotas on us by a corporate organization that may not have your best interest at hear.

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