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