Investment Management

We offer a disciplined approach to investing – with your risk tolerance, personal goals, and values in mind. We focus on diversification, low cost, and low volatility, building your portfolio with a steady, long-term perspective. And we only trade from your account for tax-management, distributions, and rebalancing to improve your performance.

To build your portfolio, we invest in:

• Low-cost mutual funds
• Index funds
• ETFs
• Individual stocks, if suitable

Every quarter, you will receive a portfolio overview to see how the investments are doing, and we’re available to answer any questions you have. We want you to understand what we do with your money and how we manage it.