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Investment Management

To help you navigate the complexities of the market, we offer investment strategies tailored to your specific goals. 


Our focus is well-diversified and low-cost portfolios that take into account your life goals, risk tolerance, time horizon, and tax considerations.

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Evidence-Based Portfolio Management

We use academic research from leading institutions to inform our investment decisions. You get access to high-quality investment strategies that reduce biases, competitive risk-adjusted returns, and help achieve your goals.

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Portfolio Diversification Using Low-Cost Funds

We carefully select different types of assets across multiple asset classes and geographies. This is an effective strategy for potentially reducing overall risk, improving long-term returns, and funding your goals. 

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Tax Efficiency

Proper asset location and controlling tax liabilities can help you legally minimize your tax bill and keep more of your money. We advise you on how to use tax-loss harvesting, tax-deferred accounts, and other ways to reduce the amount of taxes you pay on your portfolio returns.

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Portfolio Customization & Unbiased Guidance

Each portfolio is customized to meet your specific needs. As a fiduciary, we make investment decisions that are in your best interest and provide unbiased guidance on which options may be right for you.

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Periodic Portfolio Rebalancing

Periodically rebalancing your portfolio helps maintain the level of risk exposure based on market conditions. This helps keep your portfolio from drifting from desired allocations and is in line with your investment goals.

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Work With Us

We want you to feel confident in your choice. That’s why we offer a complimentary Meet & Greet to discuss any of your questions.

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