INVESTMENT MANAGEMENT

WHY US?

We are a team of top-notch investment professionals. Our team has a combined 25 years of institutional investment experience, including managing assets of pensions and foundations. Two of our firm’s partners are CFA charterholders. The CFA Program is a globally recognized curriculum that provides a strong foundation of real-world investment analysis and portfolio management skills.

We have our client’s best interest at heart. We abide by the CFA Code of Ethics. We do not sell any financial products that inherently cause a conflict of interest.

No minimum investment amounts. We take on clients regardless of asset size. We believe that everyone is entitled to sound investment advice.

The result: A diversified, low-cost, tax-efficient portfolio tailored to achieve your specific goals.  A study of the investment returns of 425,000 individuals revealed that the median annual return of those who got professional help was nearly three percentage points higher, even after fees. 

OUR INVESTMENT PHILOSOPHY

Prioritize risk management. We believe clients should be exposed to the right amount of risk they are willing and able to accept. 

Minimize costs. Excessive fund fees, transaction costs, and taxes are big drag on investment return. We cannot control the market, but we can control costs.

Diversify across assets. We believe that asset allocation is the critical driver of performance and risk. 

Conduct rigorous analysis. We carefully examine capital market valuations to determine our asset mix and carefully research investment implementation. 

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