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Client Requirements

The common link among our clients is a desire for a thoughtful
plan leading to a successful investment experience. 

Depending on the amount of investable assets, clients may engage our services in one of the following ways:

Wealth Management

Our wealth management clients have managed investment portfolios of at least $1,000,000.

Wealth Management clients receive comprehensive financial planning and investment management services, including our Personal CFO Checklist, and Financial Goal Planning.

Each Personal CFO Checklist is customized to a client’s specific situation. The checklist is designed to help clients get organized and proactively address items such as cash flow and liquidity management, review of “outside” accounts such as 401(k)s, and coordination with other professionals (CPA® and attorneys).

Our Financial Goal Plan is a long-term projection that incorporates simulations to estimate the likelihood of achieving specific goals over time. It includes a comprehensive review of assets and liabilities, cash/spending flows, and goals and objectives.

Our objective is to implement a plan – both asset allocation and spending strategy - that offers a very high probability of success.

Wealth Management portfolios utilize Dimensional Fund Advisors (DFA) and Vanguard mutual funds.

R2 Portfolios

R2 Portfolios is our division serving emerging clients. 

R2 manages portfolios for clients who have between $500,000 and $1,000,000 of investable assets. This service is a great match for newer investors, or those with less complex needs such as a 401(k) rollover.

The R2 client experience is straightforward and hassle-free. We handle all of the details of tailoring the mix of stocks and bonds to your objectives, opening accounts, and investing funds.

R2 Portfolios are broadly diversified across and within multiple areas of the markets. R2 Portfolios utilize low-cost, commission-free index funds (ETFs) managed by firms such as Dimensional Fund Advisors, Vanguard, BlackRock iShares, PIMCO, and Schwab Investment Management.