Our philosophy is centered around
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As Featured In & Seen On:
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Your retirement portfolio is your most important asset, you need skilled, Fiduciary representation that you can trust. |
As an independent firm, we represent our clients rather than any particular company and we adhere to the highest legal and ethical standard of practice - The Fiduciary Standard - ensuring that the only advice we give is what serves our clients' best interests. For most of us, investing is what makes it possible to achieve our lifetime goals. That is why we want to gather as much expertise on your side as possible. Our process incorporates the research of many great thinkers and economists, including pioneers in behavioral finance and Nobel Laureates. We can help you answer the following questions:
Simple - schedule a consultation. It typically goes like this: We will have a 60 minute or so discussion over the phone or in person. Our goal for this conversation is threefold. We want to familiarize ourselves with your situation, identify the financial pain points you may be feeling, and determine if there is enough value in working together. If so, we will collect documents, create an initial plan and present you our findings. The next meeting is always an eye-opening experience, you'll get to see your finances and goals in a new light. It's invigorating...and free. Only if you truly see the value will we move forward in working together. As we move forward, we will put 20 to 30 hours of work to complete and finalize your financial plan as well as allocate your investments. Going forward, we will stay in touch to review, update and implement the strategies we've agreed upon. |
Pursuing a Better Investment Experience
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Our investment philosophy is supported by academic evidence, it's fully transparent, easy to understand, and is designed for investors who feel they deserve better. Is this what you've been looking for?
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How We Do-It
Because we are a truly independent wealth management firm, we help to protect our client’s financial peace of mind by clearly separating custodian and advising duties. We selected TD Ameritrade Institutional to serve as the custodian for the accounts that we manage on your behalf. The accounts are always held in your name. You grant us limited power of attorney to execute transactions on your behalf. You will have online access to your accounts as well as independent monthly account reports from the custodian.
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Our firm has established a relationship with Dimensional Fund Advisors, an investment management firm based in Austin, TX.
Established in 1981, Dimensional and its affiliates manage approximately $517 billion in assets globally as of December 31, 2018, and offers funds to individual investors through a select network of fee-only financial advisors. We strongly believe this relationship can help address your financial objectives and help you pursue an even more successful investment experience. One of our explicit goals is to assist clients in achieving outstanding investment results using disciplined, well-established practices. |
Dimensional’s strategies are grounded in the research of leading financial economists. The firm's broadly diversified portfolios, consistent investment approach, and trading expertise seek to provide low expenses and turnover.
We receive no compensation from TD Ameritrade or Dimensional.
We receive no compensation from TD Ameritrade or Dimensional.
