Our Advantage: A Focused Investment Approach
A significant factor in selecting an investment advisor is finding an investment strategy that is right for you. Our investment approach is derived from rigorous, on-going academic research by the world's leading financial economists. Using institutional passive asset class funds, we help you implement a disciplined, long-term investment strategy that not only is sensible and logical, but is cost effective to develop and maintain.
We work with investment professionals who are respected leaders in structuring specialized investment funds for institutional investors. Through our firm, you gain access to these high quality, institutional funds.
Fee-Only Investment Management
By charging an annual fee for our services based on total portfolio value (rather than a commission to buy and sell assets) our interests are aligned with yours - to preserve and increase your portfolio's value.
Discipline To Stick with Your Plan
By establishing an investment policy statement from the beginning, and holding regularly scheduled reviews, we team with you to maintain the discipline needed for long-term success.
You are in the Driver's Seat
Your account is held in your name at Fidelity Investments. While you grant us Limited Power of Attorney to execute transactions on your behalf, you remain in control of your assets.
A Very Special Team
Taking advantage of our strong business and investment experience, we will serve you with integrity, professionalism, and warmth. Through our affiliation with a nationally recognized advisory firm, we enhance our expertise with focused research, support, and high-quality institutional funds.