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Portfolio Management

We believe in low cost, evidence-based, global investment strategies.

Investor Risk Tolerance Assessment

Optimal Asset Allocation Recommendations

Ongoing Portfolio Rebalancing and Monitoring

Behavioral Investing Education

Academically Inspired, Evidence-Based Investing

Low-cost, Diversified, Global Investment Strategies

Tax-Efficient Portfolio Management

Portfolio Performance Reporting and Benchmarking

By leveraging our portfolio management services, which is grounded in academic research, you will participate in a structured and disciplined investment process, transparent and conflict-free recommendations, and most importantly, continuous training, education, and advice about how to allocate given the scope of your objectives, time horizon, and overall financial plan.

Additional Portfolio Management Resources

How to Frame Investing Near A Market High?

Over the past 5 years or so, some investors have shared a similar question. “With the stock market near all-time highs, should I be investing right now?” At first glance, it seems logical to be hesitant at the idea of investing near a market high…

True or False Diversification?

The old adage, “Don’t put all of your eggs in one basket” has undoubtedly been a simple yet profound guide for investors for decades. The translation is simple; diversify your portfolio so that if unforeseen circumstances negatively affect one of your stocks, it won’t...

Who is Overseeing Your Team of Professionals?

Managing your financial plan can be overwhelming. After all, it’s ultimately up to you to make sure that your investments, retirement plan, estate plan, insurance policies, and taxes are all on track and working efficiently…

Why Investors Should Consider Dividend-Paying Stocks

Based on current economic forecasts, we could be entering a period when market returns lag behind historical returns, meaning investors might want to do due diligence on all investment strategies to find the best way to meet their objectives. If income is a goal…

No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.