I believe that markets are largely efficient so rather than try to beat the markets, we’ll let your money work for you through the power of the markets. We’ll build well-diversified portfolios with mainly low-cost institutional mutual funds and exchange traded funds (ETFs). But before we invest one penny, we’ll review your goals, risk tolerance, time horizon, tax considerations, income needs, and any unique needs that you might have.
Investment management services start at 0.95% per year for the first $250,000 with breakpoints thereafter. Retainer services clients who also engage the firm for its investment supervisory services will be assessed an annualized asset‐based fee that is capped at 0.50% (50 basis points).
If you’re ready to start planning for a brighter financial future, and want to see if we’re a good fit, schedule your complementary 30-minute strategy session today!
Your strategy session includes:
- A quick assessment of your current financial situation and goals.
- A discussion of your most pressing financial question.
- Discuss options available and an action step you can take immediately to improve your current situation.
If we both decide it’s a good fit, I’ll send you a questionnaire so you can tell me more about your biggest questions and your current financial situation. Our first meeting will be spent reviewing that information together so we can set clear goals and priorities.