We have no account minimums for those that desire to work with us. Your money is held in custody at Charles Schwab.
We follow these principles to grow and protect your money:
1) EVIDENCE-BASED APPROACH
Takes emotion out of the investment decision-making process.
2) DIVERSIFICATION and Asset Allocation
3) ASSET LOCATION & TAX EFFICIENCY
We answer the question of what should go into your Roth account versus your 401k IRA versus your brokerage accounts.
4) LOW-COST INVESTEMENTS
We use low-cost EFTs (Exchange Traded Funds) and index funds.
IMPLEMENTATION AND ONGOING SUPPORT
Once the portfolio design is complete, we manage all the technical aspects of the implementation, and ongoing maintenance like tax-loss harvesting, and rebalancing.
Transparency is a key value in our business, so we want you to know exactly what you’ll be paying for this service.