What is your investment philosophy?

Our approach leans toward passive investing and long term strategic investment management using time tested academic research. What sets our investment management services apart from our competitors is our method of designing portfolios that reflect the goals and timing of your financial and tax plan. Our objective is not to beat nor time the market and certainly not to offer stock picks. Our goal is to mitigate risk, expenses, and taxes; preserving more of the principal to compound long term. Overall, this leads to a more intentional and productive way of managing your investments while the focus is on meeting your goals.