Investment Management

Portfolio DESIGN

Our goal is to design a portfolio with the lowest-risk mix of investments need to achieve your goals.  After getting to know you, we start by thinking of your portfolio as a whole rather than individual pieces and design holistic strategy that is closely aligned with your financial planning objectives, tolerance for risk, time horizon, and income needs.  The resulting portfolio mix of stocks, bonds, ‘alternatives’ and cash includes both active and passive investments representing the best-in-class managers from 11+ asset classes.

Portfolio Management is a process  

Done correctly, portfolio management does not have a completion date.  We have a well-defined investment management process to help you remain committed to your established objectives during volatile market conditions, changes in personal circumstances, changes to the tax laws, and the availability of new investment vehicles.  Decades of financial planning experience and deep professional knowledge of the investment markets serve as the foundation for ongoing any recommendations we make for your investment portfolio.


Our investment strategies are long-term in nature, based on the most compelling academic and scientific literature, and grounded on our decades of experience with the ever-fluctuating investment markets.  We do not engage in market timing or trying to ‘beat the market’ because the evidence, and our experience, strongly suggests that those strategies not only don’t work; They are dangerous to your financial health and well-being.