How We Invest

As fiduciaries, we manage your money as if it were our own.

Our approach is to combine active and passive investment strategies to create globally diversified portfolios that are tax efficient, low cost, and responsive to current economic conditions. 

Your portfolio is customized to reflect your goals, values, and comfort level with risk. While we like to optimize returns, we also want to reduce your stress along the way.

To make sure all of your investments work together, we advise on your 401(k) or profit sharing plan as part of our investment management process.