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.
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 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 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.