Broker Check

A smarter approach for serious wealth.

We start by getting to know our clients—their goals, aspirations, and fears, along with the current and future resources they can commit to achieving their desired outcomes.

We review the historical evidence about how investment markets work and how we can use this information to design a portfolio consistent with their goals that is well diversified, low cost, structurally efficient and easy to understand and monitor.

We manage portfolios in a systematic and highly disciplined manner, and in a way that is sensitive to the tax circumstances and long-term legacy objectives of each individual client.

We communicate with our clients regularly, keeping them abreast of progress relative to their goals while periodically addressing their questions about current events or more specific financial concerns.