Our goals are yours.
We aim to generate benchmark-beating returns on a net-of-fees basis, and do so with low risk or volatility. How do we do it?
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 ESG COMPANIES
We evaluate the ESG risks and opportunities of each holding and investment candidate. Often investments carrying the ESG label simply avoid particular companies or industries while not looking for positive impact in the world.