Plan actively. Invest passively.
Managing assets can seem bewildering and overwhelming. We simplify the process down to what is really important. And never take our eye off the ball.
We offer peace of mind through proven principles. Minimize risk by spreading assets over a diversified range of investments. Maximize returns by keeping tax impact and costs low. Remain steady when the market is anything but.
We believe that low-cost, passively-managed equity index and asset class funds combined with high-quality, investment-grade bond ladders and broadly diversified, low cost bond funds are the cornerstone of a strategy to achieve these goals. And yours.
How we work with you:
We’re a small, family-owned firm that provides independent investment and financial advice. We’ve chosen Fidelity Investments to act as the institutional brokerage firm and custodian for our client assets. We believe this gives you the best combination of personal service and the resources of one of the world’s largest financial services companies.
Our compensation is on a fee basis, as a percentage of assets. Which means our interests align with yours and the long-term growth and sustainability of your assets.