Investment Management

Our investment philosophy lies in understanding the tradeoffs between risk, reward, and time. The strategies that we use are based on years of rigorous research, and focus primarily on the things that are in our control.

Keep costs low. Be tax efficient. Stay diversified. Capture market returns. Don’t react to short-term events. Stick to your plan.

These are the things that matter and what we will focus on in building your investment plan. If you’re looking for someone to assure you of the next hot investment sector or trade your account daily, we’re not a good fit to work together.

Discounts on financial planning services may be offered to those utilizing both financial planning and investment management services.

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We'll use this time to get to know each other, discuss your initial questions, and decide if we're a good fit to work together going forward. 

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