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Evidence - Based Index Fund Advisor

In evaluating potential wealth managers, it’s critical to understand the philosophy guiding their work. Here’s a look at ours.
purpose-driven investors
We believe in working with purpose-driven investors. If you have a long-term outlook with an eye toward saving for retirement, caring for your children or parents, giving to charities or other well-defined goals, we can help.
Your Investments
Your portfolio will be customized to your goals and needs using index ETFs and funds. We don't believe in market timing, stock picking, or investing based on age and risk "tolerance".
Dan
Office
We also believe in:
Customized portfolio

Recommending a customized portfolio that reflects your need to take risk and your tolerance for dealing with market volatility.

index funds

Investing in a globally diversified portfolio of index funds or exchange-traded funds (ETFs).

management

Avoiding funds carrying high management fees, which eat away at your earnings over time.

If your investment philosophy aligns with ours, let’s explore a relationship.
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Financial Security
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Financial Security
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