Our investment approach involves identifying both your short and long-term goals and recommending investments appropriate for each. While we typically prefer using low-cost index funds, sometimes our investment recommendations include actively managed mutual funds when these funds are the only alternatives offered by a client’s retirement plan. We diversify portfolios globally in an effort to control the risk associated with traditional markets.

Your investment strategy is custom designed based on a number of factors including risk tolerance and your age. With your financial plan you’ll receive Investing Guidelines or an Investment Policy Statement.