Investment Approach

Investment Approach

We believe in a disciplined approached to long-term investing to achieve your financial investment goals that incorporates the following:

Research
We use Dimensional Fund Advisor (DFA) institutional grade funds, developed by leading US Economists Ken French and Eugene Fama. Learn more about this approach at www.dfaus.com.

Risk
We tailor your asset allocation to reflect your risk tolerance. We meet with you regularly to discuss your investments and changing needs.

Diversification
We build diversified portfolios that avoid the concentrated risk of betting on any one industry, company or geography.

Disciplined Re-balancing
This takes advantage of scaling back on assets when asset values are high or increasing investments when values are low.

Tax Management
For your taxable accounts, we employ a variety of strategies to minimize taxable income and realized gains.  This also extends to which accounts to choose to save in and IRA to Roth IRA conversions to help with taxes in the future.

Cost
We believe in minimizing the internal expenses of investments, the taxes related to your investments, and our investment management fees. The weighted average internal expense of the DFA funds that we use is .30% (compared to the industry average of .99%) and there are no sales loads.

We will prepare a custom Investment Policy Statement that formalizes how your investment assets are managed by us.

 

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