Investment Advisor Services
Investment advisory services focus on the personal design and management of investment portfolios matched to the clients' individual, family or corporate long term objectives and risk tolerance.We emphasize global diversification among asset classes, portfolio rebalancing, and the minimization of taxes and transaction costs.

 

Investment Style
We provide every portfolio with the proper asset allocation to afford our clients the greatest advantage and flexibility to minimize taxes, trading and impact costs, and maximize after tax returns. We employ Core concepts in our holdings that allow us to own the productive capacity of the Worlds' capital markets, representing all asset classes (large, small, growth, value, international and emerging markets).

 

Investment Types
We manage our client portfolios using low cost institutional funds and the highest quality fixed income vehicles available. Our ability to access companies such as Dimensional Fund Advisors (DFA), allows us to provide the industry's best selection of investment resources.

 

Client Communications
Clients receive appropriate communications via email regarding market conditions or related topics. In addition, clients may receive quarterly reports detailing their investment portfolio including a consolidated report on portfolio performance. Clients are also encouraged to contact us at any time if they have any questions regarding their investments, or to keep us informed of any personal changes that might dictate adjustments to their investment objectives.

 

Fees
Our investment advisory fees are charged as a percent of assets under management, and are dependent on the size of the portfolio.