INVESTMENT MANAGEMENT
We bring an objective, unbiased approach to investment management. We start by reviewing your existing situation, examine your holdings, and enhance or augment your portfolio for what is best to meet your goals and needs.
We offer a robust set of investments and asset classes and support our clients in private markets as well. We take into account many factors when recommending various investment portfolios: diversification and asset allocation, fee transparency, tax strategy, asset location, strategic rebalancing, behavior management/ opportunity cost, and more.
- Asset Allocation & Diversification- Globally diversified portfolio (of stocks, bonds, and other asset classes) that align with your risk tolerance and timeline.
- Fee Transparency- Our fees are transparent and aligned with your interests.
- Tax conscious Investing- We perform tax loss harvesting when appropriate, and coordinate with tax partners whether that is yours or ours.
- Asset Location- We structure your investments to maximize relative value by account type. The IRS treats certain asset classes differently than others and all account types are not created equal.
- Rebalancing- We only rebalance when appropriate or if/ when your goals change. Taxes and your financial plan are always on top of mind when rebalancing.
- Behavioral Management, Opportunity Cost- We help coach you to take the emotion out of investing, so you don't stub your toes or make fatal errors.