What We Do
Helping you build a better financial future
Your Investment Health
Professional insights, actionable solutions, and ongoing guidance.
We specialize in choosing appropriate, risk-optimized investments for your 401k, 403b, 457, IRA, Roth, SEP, 529 and your other retirement and investment accounts. We can help your peace of mind by focusing only on those actions that add value and that help your odds of investment success over the long term.
We answer the important questions
- What funds should I choose in my 401k/403b/IRA plan?
- Am I invested in quality securities?
- Is my current portfolio optimal?
- Am I taking too much or too little risk?
- Am I diversified?
- Am I paying too much in fees and commissions?
- Am I on the right track for retirement?
- Which 529 plan is right for me?
- How can we maximize financial aid?
- How much should we take out in student loans?
How much does it cost?
- Our starting rate is $350.
- Fee depends on complexity of project.
- We offer a 6-month limited engagement for $500.
- Total cost will be explained and agreed upon in advance.
Portfolio Management
Risk-optimized, globally diversified portfolios using best-in class mutual funds and etfs.
For ongoing investment services we charge one low and fair blended fee that is based on percent of assets under management (AUM). You can see how our fees compare with other advisory firms here.
We focus on what matters
- Identifying your risk capacity
- Determining your optimal asset allocation
- Investment selection
- Ongoing portfolio monitoring
- Portfolio rebalancing
- Behavioral finance advice
- Asset location strategies
- Tax loss harvesting
- Performance reports
- Biannual check-ins
- Here when you need us
How much does it cost?
- 1.00% for first $500k
- 0.85% for next $500k
- 0.70% for next $1M
- 0.55% for next $3M
- 0.40% for next $5M
- 0.25% above $10M