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Portfolio Management

Personalized Wealth Management

We take a unique, evidence- based approach to portfolio management.

The end result is that you will have a customized investment strategy built entirely around your individual lifestyle needs, time frame, risk tolerance and aspirations.

We believe in and follow an evidence-based portfolio management approach that is fundamentally different than what is found in most wealth management offerings, or pursued by most investors. We use research and strategic, passive investment strategies from Nobel Prize-winning asset management and index providing firms like Vanguard and Dimensional Fund Advisors (DFA), offering diversified and very low-cost portfolios that are tilted toward and successfully capture excess returns from broad market exposure with leanings to areas of the market that offer higher expected returns.

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Susan Van Cappellen

Retirement Plan Times Newsletter: Advice At A Higher Level, Q1 2022

As flowers and trees begin to bloom, we bring you our spring season quarterly newsletter. In this edition, you will find information on helping employees make their money last as well as financial wellness statistics.

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We’d love to meet you