Our Philosophy

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As a client, you are offered a portfolio custom built to your specifications, including your investment objectives, comfort with risk, and time horizon. Every portfolio adheres to a clear asset allocation strategy, strict fund selection parameters, and a rigorous risk management discipline. This well-defined structure is designed to deliver expected returns for your chosen level of risk.

We work with some of America’s most respected institutional money managers such as Dimensional Fund Advisors LP, www.dfaus.com which has more than $150 billion in assets under management. We choose money managers who have historically lower trading costs and lower turnover than typical retail mutual funds.