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Investment Management

Client Centered

We utilize Modern Portfolio Theory to apply a pragmatic and repeatable approach to fee-only financial planning. This time-tested approach created by the likes of Harry Markowitz, Eugene Fama and Kenneth French help investors better determine an appropriate investment profile and generate consistent expected returns.

Academically-Driven principles we integrate include: Tax advantaged and cost-effective investment options, global diversification and quarterly rebalancing.

Our rigorous screening process selects ideal management and investment solutions in the global market to maintain a process and strategy that investors can comprehend and be comfortable with in every market environment.

If you have any questions about our process or would like any additional information, please give us a call or contact one of our easily accessible advisors below.

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