Families that follow a defined investment process, focused around core values, have a higher probability of achieving their goals than those who act on their emotions or make frequent changes based on the daily news.
We favor a dual-factor investment approach by utilizing behavioral finance in concert with the best practices in portfolio construction. This is the Art and Science of what we do.
Successful investing should be long-term and low cost, and this lies at the center of how we manage client portfolios. Underlying expenses erode investment gains, the effects of which compound over time.
We believe investing in the diversified broad market through a prudent indexed allocation represents the most efficient means to capture long-term economic growth.
Behavioral counseling, a balanced investment plan, and consistent communication are the tools we employ to help our Families reach their personal financial goals.