Investment Management

Is your money invested correctly?

Investment management is an integral part of financial planning, and as such, we believe the two should be incorporated together. 

We base our investment process on market and behavioral research. Trying to beat or time the market is usually a loser’s game. Behavioral finance has taught us that greed tempts investors to buy at market tops and fear motivates them to sell at market bottoms.  Our goal is to prudently grow your assets while at the same time preserving what you have already accumulated. 

Our Investment Philosophy

Our investment philosophy relies on disciplined investing techniques based on extensive academic research that has been empirically validated. 

We believe disciplined investing through asset allocation, which entails diversifying risk across multiple asset classes. Another key to successful investing is always to strive to reduce costs, and to stay the course.  Moreover, we are confident that the markets will produce results over time, and with proper discipline, the investor will capture market returns. 

We believe in diversification as a way to minimize risk and capture market returns.  

Our Investment Process

  • We will develop an asset allocation that balances your risk tolerance and investment returns that support your life goals and values. We will develop an Investment Policy Statement based on your goals.
  • We will diversify your portfolio across multiple asset classes based on your time horizon.
  • We will rebalance your portfolio on an annual basis.