Investment Management


Control What You Can Control

Our investment models seek to maximize your upside while keeping risk in line with your and your financial plan's comfort zone. We emphasize the following principles:
 

Discipline

Many investors' biggest mistake is reacting to the market’s emotional, media-driven swings. Our asset allocations are grounded in long-term fundamentals, and we adjust to today's markets.   

Personalization

We will not move forward until we are confident that our investment plan will give you the best chance to meet your long-term goals. That’s why financial planning is so important.

Tax Efficiency

We put a special focus on tax management to enhance after-tax returns. Our strategies include asset location, municipal fixed income, tax-efficient ETFs, and trade customization. 

Diversification 

Diversification is the only free lunch in investing. Diversification is about accepting good enough while missing out on extraordinary so you can avoid terrible.

Transparency and Liquidity

Know what you own. Our investments are transparent and have daily liquidity, which provides us with the flexibility to respond to opportunities and challenges, in a timely manner.

Your Comfort Zone

We will not put you into investments until you understand the spectrum of possibilities and we understand your willingness and ability to take risk. 


Complimentary 529 Plan Management

We want to do everything we can to help our clients save for their children, grandchildren, nieces, and nephews' educational needs. We will help you set up 529 plans, put together a funding plan, and manage the investments. This is a free service for our clients.