Our Difference


We are different from other advisors in our focus, our superior service and our investment solution.

Our Focus

Our focus is you.  First, we listen to you.  To ensure that you are going to have a successful investment experience and achieve your goals, we first get to know you:  what money means to you, what is important to you, who is important to you, your current situation, your tolerance for risk, your other advisors, how you like to interact with your advisors and your interests.  We take that knowledge and develop a comprehensive plan to help you achieve what is important to you.  This plan, along with our proprietary money management tools that simplify the complexities of your personal financial life, helps give you the security and control you need to liberate you from worrying about your money and maintaining your lifestyle.

Our Service

Our superior service sets us apart.  We take care of you because we care about you and want you to be successful.  We are responsive and resourceful in all areas of your financial life, well  beyond investing.  We use a consultative process purposely designed to uncover and communicate the most important aspects of your financial life.  The degree to which we know and understand you gives us the knowledge to effectively serve you and manage a team of experts on your behalf to achieve all that is important to you.

Our Investment Solution

Our investment solution is based on over 50 years of empirical research on how capital markets work.  Our philosophy is based on the science of investing.  We do not predict, guess or bet with your money.  We don’t focus on what’s hot or what is working now; we focus on what has always worked.  We believe that the capital markets are efficient, and therefore we do not engage in timing markets or stock picking.  Simply put, we are investors, not speculators.  We seek to employ a long-term, disciplined investment approach and design investment portfolios that provide broad, global diversification across investment classes, which research has shown to be the most important factor in influencing long-term returns.

Our extensive discovery process allows us to determine the appropriate amount of exposure to the markets’ compensating risk factors based on your specific circumstances, risk tolerance, goals and objectives.  We utilize institutional-class mutual funds designed to produce true investments returns with low turnover rates, designed to lower your taxes, and some of the lowest expense ratios in the industry, designed to increase your return on investment.  By avoiding speculation and the higher fees and expenses of active management in favor of a prudent investment process, we are able to provide investment solutions that help you achieve your goals.

 

 

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