Investment Advisors — Our Investment Process

We develop customized plans to control risk, minimize stress, simplify your financial affairs and help you reach your goals. Using the latest academic research, we strive to invest over the long-term to access the powerful returns of the stock and bond markets as safely as possible through global diversification. The right asset allocation is crucial for long-term investment success.

Safety:  The safety of investment returns increases dramatically over periods of five, ten and twenty years. Whether you are saving for college, retirement, your children or your children’s children, there is generally no need to take excessive risk.

Transparency:  We provide transparency in everything we do. We custody assets at the top national firms for our clients’ safety and convenience. Clients have complete access to their accounts at all times.