Investment Management

Custom Portfolios

Science, Not Guesswork

Expertise Matters

Discipline and Flexibility

Long-Term Focus

Limited Taxes

Helping individual investors and families manage their money and make smart financial decisions.

Markets Work

Capital markets do a very good job of fairly pricing all available information and investor expectations about publicly traded securities. Active management strategies cannot consistently add value through security selection or market timing.

Risk And Return Are Related

The reward for accepting increased levels of short-term volatility is the opportunity to earn greater long-term returns.

Diversification Is Essential

Comprehensive, global asset allocation can neutralize the risks specific to individual securities.

Portfolio Structure Explains Performance

The asset classes that comprise a portfolio, and the risk levels of those asset classes, are responsible for nearly all of the variability of portfolio returns.

Free Financial Review

We offer a complimentary review meeting to describe our services, and to see if our services are right for you.

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