Our client-centric investment strategy uses Modern Portfolio Theory principles and follows a disciplined approach with diversification and conscientious asset allocation at its core. We efficiently allocate capital to assets with rates of return that match each client’s risk tolerance and construct passive portfolios that diversify our clients across multiple asset classes (domestic equity, international equity, fixed-income, and real assets). We utilize ETFs that track investment benchmark indexes as investment vehicles for our clients due to their low cost, transparency, and tax-efficiency. We are true fiduciaries and avoid assets that tend to underperform due to their excessive costs (e.g. annuities and hedge funds). We believe that time in the market is greater than timing the market.
