Investment Management

Understanding your time horizon, determining your risk tolerance, and defining asset allocation are the cornerstones for our investment strategy.

We are not stock pickers. Instead, we look to diversify a portfolio with a variety of passively managed investments. We believe that the low cost of passively managed funds (indexes and ETFs) are good options to choose from. Simple sophistication is our intention.

Through our financial planning process, we determine your time horizons and investment objectives. Then, we use technology to pinpoint your acceptable levels of risk and reward and ensure that our proposed asset allocation fits you.

You will understand our investment philosophy as you become Financially Fluent.