Investment Management

Our stand alone Investment Management service provides ongoing portfolio management using our disciplined approach to dynamic asset allocation. 

We will help you create an investment portfolio that addresses your financial goals while considering your cash flow, taxes, and your risk tolerance.  We are not market timers; we follow a long-term disciplined approach to dynamic asset allocation and will monitor and adjust your holdings as needed based on the changing market environment.  We emphasize broad diversification using low cost mutual funds and ETFs and regular tax-conscious rebalancing.  We track your performance against traditional benchmarks, but your true benchmark for success is your progress toward achieving your goals.  Your fee is based on a percentage of the assets under our management.