Investment
Management

Building a Healthy Financial Future

Investing is a uniquely personal process that balances goals, attitudes and behaviors towards risk and patience. There isn’t a one-size-fits all approach, so we tailor portfolios to fit our clients. We partner with industry-leading money managers to help maximize your ability to reach your goals and ensure confidence in your team. We always act as your fiduciary, which means we legally agree to always act in your best interests. Read about Our Promise to learn more.

The cost of our Investment Management services can be found in our ADV Firm Brochure.

Our Investment Philosophy

Although we don’t believe in a one-size fits all approach to investing, we do believe that certain investment philosophies are superior compared to others. We are proponents of Modern Portfolio Theory. In a nutshell, we believe that risk is better mitigated through diversification. We also believe that keeping fees as low as possible is the key to achieving long term, positive success for your investment portfolio.

For these reasons, the majority of our investment recommendations lean toward a more passive approach that utilizes rules based investing practices. Limiting the overall fees charged and taking the emotion out of the investing process has proven to be key for long term success.

Disclaimer: We do not control nor receive any custodian, platform, mutual fund, ETF, or any other investment fees charged by the money managers we partner with. However, these fees will be disclosed prior to investing.