Investment Approach

We design and manage investment portfolios with the primary focus being on; achieving your specific goals within your time horizon, your tax situation, and your risk tolerance. We focus on a long-term view of the markets and do not engage in market timing, stock market speculation, or pursuing the latest hot trend or product based on Wall Street buzz. We are not stock brokers and don't claim to provide value by selecting individual stocks in order to 'beat the market'.

Our investment philosophy is based on decades of academic research which indicates that a portfolio's asset allocation is responsible for the major portion of the portfolio's return; market timing and security selection contribute a small percentage of the overall return. In addition, a broadly diversified portfolio including a large range of asset classes will produce the optimal risk-return profile.

Therefore we will structure a diversified portfolio encompassing a multiple-asset-classes strategy, with particular attention paid to maximizing the return given your risk tolerance, and minimizing taxes along with investment costs. We will use a disciplined rebalancing approach to manage your portfolio always taking into consideration your changing financial situation. To do so we will use low cost, no load mutual funds and Exchange Traded Funds (ETFs) from such companies as Dimensional Fund Advisors, Vanguard, and Barclays Bank to name a few investment companies.

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