What is your investment management philosophy?
We believe in investing based on probability over possibility and reducing unnecessary and potentially harmful complexity. We are holistic and advise on all your investment accounts (including workplace retirement plans, pensions, etc.) to integrate all financial assets Into one cohesive Investment strategy.
We focus on variables we can control and aim to capture the returns of investment markets In a tax-efficient way using low-cost, index funds (Exchange Traded Funds, or ETFs).
We monitor portfolios for opportunities to rebalance to ensure the integrity of the chosen portfolio's risk-return characteristics at all times.
We work around existing low-cost basis investment holdings and other client constraints when warranted and would work with you to develop a prudent, tax-aware, transition plan.