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

Evidence-Based, Diversified Strategies

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.

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Additional Portfolio Management Resources

Is Cash Really King?

You’ve probably heard before that “Cash is king.” I have certainly heard it more during the last few months where we’ve endured the COVID-19 crisis. Volatility, uncertainty, and fear has been high. The value of cash, safety, and liquidity has increased. But, the...

What is Tax-Loss Harvesting?

The COVID-19 Crisis has had the most profound impact on every member of society, perhaps ever. Investors have been forced to decide what financial moves to make, if any. If you have reasoned in your mind that staying invested and taking no action is the best thing to...

7 Ways to Get COVID-19 Financial Help

The COVID-19 pandemic has caused many to look for financial help. With massive shutdowns of non-essential businesses and industries, Americans are in unchartered territory. For those struggling to make ends meet, here are 7 things to consider that could help your cash...

How to Invest During Market Volatility?

With the recent fluctations in stocks, investors have been left wondering how to invest during market volatility. Market volatility causes stress, anxiety, and worst of all, doubt. Doubt is what causes investors to question their previous plan or strategy, if one was...

5 Key Ingredients to a Good Financial Recipe

In my experience, a good dish usually begins with good ingredients and a good recipe. The right amount of those ingredients, mixed together in the proper order, and cooked for a designated amount of time, can turn into something special. The same…

5 Things the SECURE Act Has Changed for Individuals

In December of 2019, the SECURE Act (Setting Every Community Up for Retirement Enhancement) was signed into law, triggering several changes for individual investors and employers that offer or have considered offering retirement plans. The SECURE Act…

5 Investing Lessons Football Taught Me

As a former athlete, I’ve had the benefit of being around many great coaches over the years, and with great coaches come great one-liners. Although simple, and sometimes cryptic, these teachable sayings carry much weight. Within them are lessons that are…

Are Annuities Bad for Consumers?

Q: Are annuities bad for consumers? A: Like many things in the world of investing, it’s almost impossible to make a broad generalization about a specific investment and then claim that the generalization will apply to everyone. That’s the downside of any broad generalization…

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.