Portfolio Design and Management

Using proven portfolio management concepts, we will generate an investment plan tailored to your specific needs.  A formal Investment Policy Statement defines all aspects of your portfolio design and management.  Portfolios are based on historic market returns and risk measurements and are constructed for your particular situation.  This process seeks to reduce taxes and investment expenses and to lower portfolio risk making it more likely that you will achieve financial success.

Access to Low Cost Institutional Class Mutual Funds

As fee-only investment advisors, we can provide access to tax-efficient, low cost, no-load institutional class funds that are unavailable to the general public. Because these funds are designed for large institutional investors, they charge low fees and involve no commissions or loads. We are pleased to be able to offer the Dimensional Fund Advisors family of funds to our clients.