How We Invest

What’s best for you is the only thing that matters.

Our role is to listen rather than dictate.

Our investing approach is grounded on Nobel Prize-winning academic research.

“Picking stocks” or trying to “beat the market” is not supported by solid evidence.

A sound investment strategy must include a sound tax strategy.

There is value in discipline and patience.

Our job is to serve as a calming influence, prioritizing reason over emotion in helping you navigate volatile market conditions.

We use different fund families, depending on the needs of our clients, including Dimensional Fund Advisors, Vericimetry, Vanguard and Exchange Traded Funds.

Check out this video for details.

Download our brochure to read about the core beliefs underlying our investment recommendations.