Why Choose Us?
A relationship based on your best interests
As an independent firm, we are client-centered and without conflicts of interest. We pride ourselves on extraordinary service and attention to detail.
A disciplined approach based on financial science
Our Value Added IndexingSM approach is based on financial science and planning, rather than short-term predictions or selling products. The benefits, relative to traditional "active" management, are broader diversification, lower costs, higher tax-efficiency, and superior long-term performance.
World class global investment management
Clients benefit from our partnerships with Dimensional Fund Advisors (stocks) and Vanguard (bonds) - both leading-edge firms specializing in passive and index-related investing.
Comprehensive financial planning
Our Financial Goal Plan results in confidence and peace of mind, as clients know they are on track to achieve their goals.