Our goals are yours.

We don’t get started until we know each other. We want to understand what you want your hard-earned savings to do for you. Is it joy, security, independence, or something else? Before we develop an investment plan, we want to understand what is important to you.

WE TAILOR TO YOU
Our portfolios are constructed based on your unique circumstance, time frame, risk tolerance, values and goals. We prefer to purchase individual securities on your behalf, then diversify as needed in mutual funds and exchange traded funds (ETFs). By favoring individual holdings, we are better able to manage your taxes and fees and you get to keep more of the returns.

WE TAKE A GLOBAL APPROACH
Economies and corporations are global in nature; investments should be too. We will use an All Country World Index by MSCI as our benchmark (ACWI).

WE PRIORITIZE STRONG COMPANIES
We aim to generate benchmark-beating returns on a net of fees basis, and do so with low risk or volatility. Follow the methodology link below for more about our values-based investment program.