What We Do
Yes, making money with your Investments is important…But, Not Losing Your Life Savings Lets You Sleep at Night… Would you like us to manage your Financial Worries…While You Enjoy the Important Things in Life?
Investing is more of a science than an art. We adhere to the decades of research performed by Nobel Laureates, not the latest whims of talking heads on CNBC.
We believe that making decisions based on evidence rather than predictions will give you the best odds of success. Therefore, our focus is on building evidence-based portfolios.
Evidence-based portfolios are low cost, diversified across the globe, and target the dimensions of higher expected returns.
Dimensional Fund Advisors (DFA)
We use DFA Funds to build your Investment Portfolio. We are part of a select group of Fee-Only Financial Planners certified to use DFA Funds. For more information about Dimensional Fund Advisors please click Here.
How We Do It
We will craft you a sensible Investment Strategy based on your Time Horizon and Risk Tolerance. Your Investment Plan will be based on Decades of Academic Research and Practical Experience.
We Won’t be chasing the Latest Hot Investing Fad…
We will help you learn the Discipline to Make Decisions Essential for Building Long Term Wealth.
“Financial Success comes from following a Plan…Financial Failure comes from Reacting to the Market.”