Your investment portfolio should work as hard as you do. We build and manage portfolios that align with your time horizon, risk tolerance, and the unique liquidity needs that come with owning a business.
Our Investment Philosophy
We believe in evidence-based investing: broad diversification, low costs, tax efficiency, and disciplined rebalancing. We don't chase performance or sell you proprietary products. Every recommendation is grounded in academic research and decades of market data.
- Asset Allocation: Globally diversified portfolios across equities, fixed income, real assets, and alternatives — calibrated to your specific risk profile.
- Tax-Loss Harvesting: Systematic harvesting of losses to offset capital gains, reducing your annual tax drag without altering your portfolio's risk characteristics.
- Asset Location: Strategically placing investments across taxable, tax-deferred, and tax-free accounts to maximize after-tax returns.
- Rebalancing: Rules-based rebalancing that keeps your portfolio on target while minimizing unnecessary trading and tax events.
What Sets Us Apart
As a fee-only fiduciary, we don't earn commissions on products or trades. Our compensation is transparent and aligned with your success. You'll never wonder whether a recommendation is in your best interest — it's the only kind we make.
- Institutional Access: The same fund families and strategies available to endowments and pension funds, at competitive fee points.
- Real-Time Reporting: A digital dashboard showing your portfolio performance, allocation, and transactions — updated daily.
- Coordinated Strategy: Investment decisions aren't made in isolation. We integrate portfolio management with your tax strategy, retirement plan, and business financial plan.
Account Types We Manage
We manage the full spectrum of accounts for business owners and their families:
- Individual and joint brokerage accounts
- Traditional and Roth IRAs
- SEP IRAs and Solo 401(k) plans
- Corporate investment accounts
- Trust accounts
- 529 education savings plans