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Creating and monitoring your investment plan is one of the most important aspects of your overall financial well-being. When building investment portfolios, our primary goal isn’t simply to produce the largest possible return but rather to create a portfolio that gives you the highest likelihood of achieving your goals — balancing risk as well as return. To do this, we employ an evidence-based investment methodology backed by more than 80 years of peer-reviewed financial research and market studies.

Addressing Your Concerns

  • Can my investment portfolio withstand a significant market drop?
  • Am I taking on the appropriate level of risk with my investments?
  • Are there any gaps or opportunities within my current portfolio?
  • Does my current investment strategy align with my goals?

Our Approach

We not only want to put you in the best position to achieve your goals, but we aim to develop an investment plan you can feel fully confident in during the inevitable ups and downs of the market. We do this through an evidence-based approach rooted in smart diversification, low investment costs and minimizing risks. Altogether, we develop an investment strategy catered to help meet your specific goals. And once the initial strategy is put in place, we work continuously to ensure your investment portfolio is optimally tuned through active monitoring, rebalancing and tax-loss harvesting when necessary.

Investment Planning Services

  • Ongoing Portfolio Maintenance and Rebalancing
  • Risk Assessment
  • Investment Planning and Implementation
  • Current Portfolio Gap Analysis

Evidence-Based Investing

We design portfolios to help you achieve your financial goals. We don’t believe in trying to time the market, anticipate trends or identify mispriced investments. These techniques have been shown to be a highly unreliable way to build and maintain wealth. Instead, we focus on strategic asset allocation to build and maintain wealth

Backed by over 50 years of research1, we use an approach rooted in smart diversification, low costs and tax-aware investments. We call this unwavering commitment and our approach to the data and research that drives everything we do, Evidence-Based Investing.

Your Personalized Portfolio Strategy

We’ll consider your entire financial situation, identify your objectives and income requirements, existing investments and account types, and work to understand your ability, willingness and need to take risk, in order to tailor your plan to your current and long-term needs.

Ultimately, you should feel confident in your broader investment strategy and portfolio—through the inevitable ups and downs in the market. By considering the entirety of your situation and implementing strategic risk management, we can tailor a customized asset allocation that requires the least amount of risk to achieve your financial objectives, all while applying rigorous thinking from financial science to your plan.

As part of our overall wealth management services, we utilize a tax-sensitive planning process to analyze existing accounts, income, tax implications and ensure proper asset allocation across current holdings. Your portfolio can be personalized across investments, values and a variety of types of risk.

Risk can mean something different to everyone, however. Some people fear market declines and portfolio losses. Some don’t want to see their portfolio underperform an index. And others fear not having immediate access to the entirety of their portfolio.

That’s why your preferences matter—we will build a portfolio that considers your perspectives for these types of behavioral risks. After all, there’s no sense taking risks when you don’t need to.

We have strong convictions but have a passion to progress. We scour academic and other research in pursuit of better outcomes for our clients. When we give you our recommendations, know that you’re not getting the opinion of any one person. Rather, our guidance is based on decades of academic and practitioner research. And as the evidence evolves, so do our recommendations.

To read more about our evidence-based and asset-class portfolio strategy, click here.

One of the earliest, most well-known papers was by William Sharpe in 1964. His paper, “Capital Asset Prices” in the Journal of Finance, described the relationship between risk and expected reward in financial markets.