Optimized Investments

Built on Nobel-Prize winning research our investment strategy is designed to provide a competitive return with measured risk.

Diversification

Exposure across international and domestic markets.

Lower Costs

Fees below the industry average.

Lower Taxes

Investment funds are typically the most tax-efficient.

Portfolio Strategies

To start, select from one of our two proven investment strategies. Then, we’ll build a customized portfolio specific to your investment goals and values.

 

Total Market

Globally diversified mix of low-cost and tax-efficient exchange traded funds (ETF).

Key Features

  • Asset allocation coordination for diversification

  • Asset location and tax loss harvesting for tax-efficiency

  • Strategic rebalancing for risk-control and balance

 

Socially Responsible

Integrates environmental, social and governance (ESG) factors. A values-based approach designed to provide a competitive return while having a positive social impact.

Key Features:

  • All features in Total Market strategy plus:

  • Align investments with your values

  • An additional layer of risk assessment for companies’ long-term sustainability

Working with an advisor could earn you 3% more each year*

What does 3% look like over 30 years?

$432,194

No Advisor

$1,006,266

With an Advisor

Source: Vanguard, Putting a value on your value, February 2019.

 

The chart assumes hypothetical growth of $100,000 over 30 years with annualized return of 5% representing a portfolio without an advisor, and 8% representing a portfolio with an advisor.