Investment Management

Investments are typically the largest component of every financial plan.

But selecting the right investments for your plan and managing them over time can be a complex and burdensome process. Especially when there are so many wealth managers out there all claiming to have the "best" strategy.

We believe in a passive investment strategy that stresses long-term growth and avoids the "3 Myths of Investing":

  1. Selective Stock Picking - No one knows how an individual stock is going to perform at any given moment. That's why we diversify our clients' portfolios across thousands of different stocks and funds.
  2. Market Timing - Will the market go up or down tomorrow? Nobody knows which is why we don't attempt to time the market.
  3. Track Record Investing - Just because one "expert" got it right last year doesn't mean they'll be right this year.

After we've create your long-term financial plan, we will select the investments best suited for your plan, providing you peace of mind knowing your money is invested where and how it should be.

A woman is holding up two pieces of puzzle.