Our Difference
Objective Advice, Focused on Your Needs
Because of our independence, we are able to offer truly objective advice, avoiding the potential conflicts of interest inherent in working with a large Wall Street firm. As independent advisors, we are free to recommend best-of-breed solutions for our clients, steering clear of high-cost, suboptimal investment products.
Use of Evidence-Based Investment Strategies
Your investment program is informed by academic research about what works in investing and employs established techniques to help effectively manage risk, control costs and taxes designed to maximize potential returns. These strategies can include factor tilting, opportunistic rebalancing, tax-smart asset location, specific tax lot accounting, and tax-loss harvesting.
Financial Plan Stress-Testing
Your financial plan is stress-tested under both historical and simulated bull and bear market conditions to help ensure its value as a forecasting, decision making and planning tool.
High-Touch Client Service
Our goal is to make managing and planning finances as simple as possible for you. We stay in contact with clients regularly, return all calls promptly and are always available to answer any questions you may have.
More than Just Investment Advice
We seek to optimize your financial strategy by considering all aspects of your financial life, such as cash flow and net worth analysis, investment management, insurance and risk management, education expense planning, retirement planning, tax and estate planning strategies.
