Your investment strategy is a major component of your overall financial plan. By making informed, intelligent asset allocation choices, we can help you create a well-rounded portfolio that supports your long-term goals. We do this by combining sound investment theories and practices with our extensive knowledge of which investment strategies work and which do not.

Our years of experience have shown us that there’s no long-term gain in trying to predict or time markets—attempting to do so merely adds speculative risk, excessive costs, and needless taxes. Instead, we rely on “passive” (or “index”) investment vehicles to form the cornerstones of our portfolio strategies. In addition, we employ global diversification strategies to help maximize returns and control risk, and we employ tax-aware and cost-effective investment strategies to help you keep more of what you earn.