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Portfolio Management

We believe in low cost, evidence-based, global investment strategies.
Investor Risk Tolerance Assessment

Optimal Asset Allocation Recommendations

Ongoing Portfolio Rebalancing and Monitoring

Behavioral Investing Education

Academically Inspired, Evidence-Based Investing

Low-cost, Diversified, Global Investment Strategies

Tax-Efficient Portfolio Management

Portfolio Performance Reporting and Benchmarking

By leveraging our portfolio management services, which is grounded in academic research, you will participate in a structured and disciplined investment process, transparent and conflict-free recommendations, and most importantly, continuous training, education, and advice about how to allocate given the scope of your objectives, time horizon, and overall financial plan.

Additional Portfolio Management Resources

Should I De-Risk Near Retirement?

Market volatility is not something investors are typically excited about experiencing, regardless of age. However, volatility can become even more stressful as your get closer to retirement. Because of this, it is generally assumed that you should invest in a more conservative manner…

The Worst Mother’s Day Gift

Our mothers have such an important role in all our lives. They tirelessly care for us from infancy to adulthood, usually sacrificing the things they want to do or have for us. As we celebrate Mother’s Day this year, consider the following situations as things you don’t want to give your wife this Mother’s…

What is Values-Based Investing?

What values do you have that you would never want to violate in order to make a profit? You may have heard investment terms like sustainable investing, ESG, and socially responsible investing (SRI). But, what do they all mean? All are examples of values-based investing, where the investor…

How Many Jellybeans Does it Take to Price a Stock?

Imagine a jar is filled with a large number of jellybeans and you have to guess the quantity that is inside the jar. It would be a daunting task for anyone. But, this exercise can offer valuable insight into how market prices are set, and if they are fair and accurate…

How Can I Get On Track for Retirement?

In my experience, I’ve found that many people want to get on track toward retirement, but don’t take action because they feel overwhelmed. Here are a few simple changes that could end up having a significant impact on your long-term retirement plan…

Here’s the Prescription

Improving someone’s financial health is a lot like improving their physical health. The challenges include diagnosis of the current situation, development of the appropriate course of action, and sticking with the treatment plan. Click here to read…

What Positive Financial Moves Can I Make in 2019?

A new year brings a fresh start and a sense of new opportunities. It’s a great time to set goals and make improvements in all areas of life. Financial goals are, of course, wonderful goals to focus on in any year. But, it can be difficult to know where…

Christmas Cookie Investing

There are many treasured parts of the holiday season, including the lights, gifts, and the joyful atmosphere. But, there is one part of the Christmas holiday that seems to be a favorite for those young and old; Christmas cookies.

Lessons from Vegas on Behavioral Finance

Our firm recently attended a conference on for 401(k) plan advisors and that conference happened to be in lively Las Vegas, Nevada. The conference demanded much of our time, but of course, if you walk just about anywhere in Vegas, you’ll see…

No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.
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