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.