Good relationships begin with an intimate familiarity with a client's financial affairs, values, and life goals. That's why we begin with a comprehensive financial planning process to ensure appropriate recommendations.
We use the Certified Financial Planner™ Six-Step Financial Planning Process as our basic framework, modified to suit each client’s individual needs and situation. No plan is engraved in stone. It’s a dynamic, evolving blueprint to achieve your goals.
Once the needs of your plan are established and prioritized, we then custom tailor solutions to realize your goals. This is what drives investment selection and recommendations.
We are committed to openness and transparency, seeing both as tantamount to a client's conviction and confidence in the consistency of our ongoing counsel and advice.
Collaboration is integral to an amazing client experience, one built upon trust and confidence, but also a unique process for each client. Collaboration guides what we do on our clients' behalf.
Overcoming complexity in financial matters is as important as achieving investment success, and is often a prerequisite. We work with clients to get to what really matters, focusing on delivering substantive value that speaks uniquely to their circumstances.
Our philosophy is grounded in fundamental analysis, and the price-to-value dynamic espoused by the likes of Benjamin Graham and Warren Buffett. Our view toward identifying and realizing investment success, is that it is a function of clear objectives, a consistent process and the long-term efficacy of the market. Toward this end, we focus on the "real" value of the underlying investment, and the ongoing ability to invest capital at high and consistent rates of return.
Many clients experience positive wealth events, which then result in holding a concentrated position. Whether it's a business, property, or the exercise of options, investment concentration has a sizable impact on one's wealth. We have the experience, and know-how, to manage that risk and steward the wealth you've created.
Dimensional Funds (DFA)
DFA combines insights of Modern Portfolio Theory and the Efficient Markets Hypothesis, with streamlined portfolio operations. The focus of DFA is on taking "advantage of the ways markets are right—the ways they compensate investors." DFA designs portfolios to help investors capture what the market offers in all its dimensions. It is a strategy available to individual investors only through a select group of independent fee based advisors.
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