Investing
Investment Philosophy
We believe in a total return objective, simplicity over complexity, reducing costs as much as possible, asset allocation and fundamentals beat stock picking, and investment reality-checks as it’s important to invest in markets as they are instead of how you wish for them to be.
We do not chase indexes, if your only metric of success is beating an index, good luck, but we are not the firm for you. We invest to drive people towards their dreams.
Schedule a time to discuss your investments below (the blue button in the lower right corner).
Customized Solutions
While our philosophy is steadfast, we apply it after gaining a deep understanding of your personal objectives and overall picture, this includes:
Your risk tolerance.
Your past investing experience.
Your tax picture.
Your personal timeline and specific goals tied to the funds.