Evidence - Based Investing
In evaluating potential wealth managers, it’s critical to understand the philosophy guiding their work. Here’s a look at ours.
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 portfolio will be customized to your goals and needs using index and rules-based ETFs and funds. We don't believe in market timing, stock picking, or investing based on age and risk "tolerance".
Recommending a customized portfolio that reflects your need to take risk and your tolerance for dealing with market volatility.
Investing in a globally diversified portfolio of index and rules-based funds or exchange-traded funds (ETFs).
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.