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What We Do

What We Do

What We Do

We help individuals and families create a plan and invest their savings to achieve their growth, spending, and inheritance goals.

We save our clients the significant amount of time that most people spend researching, analyzing, and tracking their investments and results, freeing them up to focus on more rewarding and enjoyable aspects of life.

We empower our clients to be more confident about their financial and investment decisions and develop greater peace of mind that they are on the right track to success.

 How We Do It

 How We Do It

We start with a plan to get you from where you are today to where you want to be, whether that’s simply growing your savings for the future or achieving a specific goal like retirement, ongoing income, or an inheritance for your beneficiaries.

From that plan, we design an investment portfolio that has historically earned the rate of return you will need to achieve your goals. We review that portfolio’s historical range of returns with you—especially the downturns—preparing for the inevitable investment uncertainties.

Finally, we review your financial progress with you regularly to ensure you are well-informed, confident, and disciplined.

How We Invest

How We Invest

We design and manage highly diversified, low-cost, and tax-efficient portfolios utilizing mutual funds and exchange-traded funds (ETFs) from Dimensional Fund Advisors (DFA).

Our portfolios rely on decades of academic research that finds your investment returns are primarily a function of a few “factors”: your stock and bond allocation, your mix of smaller and larger stocks, value and growth stocks, and higher or lower profitability stocks. Servo investment portfolios are “tilted” to stocks in general and smaller, lower priced, and more profitable companies where expected returns are higher.

We rebalance client portfolios to their original weights when an individual holding has deviated sufficiently from its target. Rebalancing helps promote discipline while avoiding emotional and irrational knee-jerk changes. As each client’s goals evolve, their portfolio evolves with them.

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