Our Investment Philosophy

Sophisticated, Not complicated

  • Our goal is to maximize risk-adjusted return to support your financial plan

  • Asset allocation is the primary determinant of investment results

  • Global diversification among stocks, bonds, and commercial real estate

  • Long-term focus and discipline through difficult periods

  • Low cost across the board (management and transaction fees, taxes, etc.) 

Our Fee Schedule

No Minimum

$0.00 to $1,000,000 = 0.85% annualized fee

Over $1,000,000 = 0.60% annualized fee