Investment Management

After we’ve created a financial plan, we need a vehicle to get you to the retirement you’ve always imagined. That’s where your investment portfolio comes into play.  

Our portfolios are designed to maximize our client’s probability of success, no matter what that means to them. 

While each client’s specific needs and goals will be different there are several key attributes that are common to all of our portfolios:

• Systematic – Each strategy uses a repeatable process to reduce or eliminate emotion when making investment decisions
• Transparent – All of your holdings are visible to you every minute of every day so you know exactly what you own and why you own it
• Evidence-Based – Each strategy is grounded in academic research and not storytelling
• Low Cost – Our portfolios are executed with Exchange Traded Funds (ETFs) which provide cost-effective, liquid, and tax-efficient exposure to the asset classes that make up our client’s portfolios