Comprehensive Investment Planning
We begin by obtaining a thorough knowledge of our clients' financial situation, including total assets, liabilities, and spending. Our process results in a disciplined Financial Goal Plan, or "roadmap", that provides a high degree of confidence in achieving goals. For many of our clients, that means maintaining their lifestyle, up to and throughout retirement.
As trusted advisors, we advise and consult with clients on a wide range of additional critical financial issues through our Family CFO Checklist.
Global Investment Management
Based on our planning, we construct customized, globally diversified portfolios of low-correlating asset classes using funds managed by Dimensional Fund Advisors and Vanguard.
We call our approach Value Added Indexing® which means the effective use of passive and index-related strategies as part of a comprehensive solution to meet clients' goals.
Portfolios are rebalanced on a systematic basis to maintain the agreed upon targets of risk and return. We pride ourselves on continuous monitoring, outstanding client service, and coordination with other professional advisors.