Investment Management
Your investment strategy should be aligned with your tax strategy, your stock options plan, and your financial independence plan. Having all the pieces work together is key to ensuring the efficiency of your overall financial plan.
Our investment strategies are grounded in research to help you grow your wealth while managing risk and optimizing for taxes:
Our portfolios are globally diversified and built to align with your risk tolerance and timeline for needing the funds. We use multiple asset classes – companies large and small, in the US and abroad, emerging and developing markets, and a mix of stocks and bonds.
We primarily use low cost ETFs to construct portfolios. No commissions, product sales, and ETFs trade without any transaction fees.
We keep taxes in mind at every turn. We'll help implement strategies that may include tax loss harvesting and/or asset location decisions.
The foundation of a truly diversified portfolio is a mix of assets that don’t move together in tandem. Over time, your allocation will drift from its target and the risk level of your portfolio will shift. With that in mind, we’ll rebalance routinely with taxes in mind to keep you on track.
For client's with significant exposure to single stock or industry we will help determine a long term diversification strategy based on your specific situation.
Our portfolios are globally diversified and built to align with your risk tolerance and timeline for needing the funds. We use multiple asset classes – companies large and small, in the US and abroad, emerging and developing markets, and a mix of stocks and bonds.
