WHAT WE DO

Investment Management

 

If you feel that you don't have the time, interest, discipline, or expertise to manage your own investments, Investment Management may be the ideal solution. We employ a disciplined approach to managing investments that is grounded in low cost investing, tax efficiency, and diversification. 

It all starts with planning to identify your investment goals and developing a sustainable investment strategy that's in-line with your tolerance for risk. In most cases, we leverage the power of low cost, no-load mutual funds and exchange traded funds (ETFs). Once in place, we follow a disciplined, tax efficient rebalancing strategy and make adjustments when warranted by changes in your situation. We do not believe in timing the market. 

The Investment Management solution includes:

  • development, implementation, and monitoring of the financial plan.

  • discretionary or non-discretionary investment management. 

  • implementation and active management of your portfolio; assets are held with our custodian or third-party asset manager. 

  • working with you to implement and monitor the recommended asset allocation of your investments held in your employer's retirement plan or at other financial institution(s) (401k/403b, brokerage accounts, mutual funds, etc.). 

  • quarterly reviews - performance reviews, rebalancing, and reallocation.

  • updating of the financial plan on an annual basis to adjust to your changing circumstances, priorities, and life events.

 

Ideal for clients who:

  • are not self-directed investors.

  • feel that consolidation of their investments will aid in the organization of their financial life, reduce risk, and provide greater ease of management. 

  • do not feel that they have the time, knowledge, and discipline to manage their own assets. 

  • desire a partner who will put a plan in place, manage the direction of their assets, monitor the performance through quarterly reviews, and annually update their financial plan.