Investment Management

Investments

We begin with YOU! Your values and goals, risk tolerance, risk capacity, and previous experience. We develop an investment plan and measurable objectives unique to you; one that supports you in creating the possibilities you see for your life. These are reviewed periodically to keep you on track and adjusted according to milestones and changes in your life.

Fees

Reducing fees and excessive trading helps to keep costs down and increase your net return.

Intentional choices

We are long-term investors, not traders. We believe in using strategies based on data and analysis to manage your portfolio, make decisions, reduce risk, and implement tax-efficient opportunities when possible.

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