Wealth

Investing Your Money

We advise our clients not to take more risk than they need to take or can tolerate.

We take a highly disciplined, focused and academically based approach to investing. We have the flexibility and resources to tailor an investment strategy suitable for your unique goals and requirements.

Our investment options include model portfolios, separately managed accounts, direct indexing with daily tax loss harvesting, and alternative investments.

The collective wisdom of millions of buyers and sellers is the most accurate way to determine the price of securities.

We don't second-guess these investors or make speculative bets with your money by investing based on the assumption that stocks are mispriced. Instead, we focus on areas we can control:

Your asset allocation

(the division of your portfolio between stocks, bonds and cash)

Keeping costs and
fees low

Deferring or
eliminating taxes

we are
focused

We believe asset allocation is the single most significant determinant of your long-term returns.

Our Cost Is Fully Transparent

Although we offer hourly advice and advice on specific projects, most clients retain us for ongoing advice. These clients are charged a fixed percentage of their portfolio.

If you are interested in mutual funds, we are one of a select group of advisors authorized to invest with Dimensional Fund Advisors.

Dimensional manages $637 billion in assets (as of March 31, 2021). Its investment approach is grounded in economic theory and backed by decades of Nobel prize-winning empirical research.

$637billion