Investment and Portfolio Management
We believe a successful investment strategy is developed through a portfolio of low-cost, asset class and index funds. The goal is to capture the returns of these asset classes over time in the most tax-efficient manner.
Our services include:
- The development of an asset allocation between stock and bond investments that reflects the need and ability to take risk in your portfolio
- Monitoring and regular rebalancing of portfolios to stay on track with your Investment Policy Statement
- The consolidation of accounts and simplification of investment structure
- Proper asset location to minimize taxes
- Diversified, low-cost and tax-efficient portfolios that include funds from Dimensional Fund Advisors (DFA), Charles Schwab, and Vanguard