Investment Philosophy
WHY CHOOSE US
A Unique Approach to Investing
Our investment philosophy is a well-balanced mix of active, passive, and tactical strategies, with a touch of behavioral insight to keep everything in check. We combine the flexibility of active management, the efficiency of passive investing, and the adaptability of tactical moves, while also keeping in mind how emotions can influence decisions. It’s all about helping you stay focused on your long-term goals. Here’s how we do it:
Behavioral
Using psychology to spot and neutralize common biases—keeping emotions in check to ensure smarter, more disciplined investing.
Active
Research-driven decisions aimed at navigating changing economic dynamics and uncovering market opportunities.
Passive
Low-cost, long-term growth by tracking market indices, the tortoise’s approach to winning.
Tactical
Strategic shifts in portfolio allocation to capitalize on short-term market conditions without abandoning long-term vision.
Asset Management Fees
Our fee structure is simple: we charge based on the assets we manage for you. That means our success is directly tied to yours—when your portfolio does well, our firm does too—so we’re sitting on the same side of the table, working toward the same goals. With a tiered fee setup, you get more value as your assets increase, reinforcing our commitment to long-term partnership.
What’s Included?
- Ongoing investment management (we keep your portfolio in shape)
- Regular portfolio reviews and rebalancing (we keep an eye on the big picture)
- Access to tax optimization strategies (because saving on taxes is always a win)
- Tailored risk management (we’ve got your back, no matter the market mood)
- Regular performance reports (we’ll show you how your money is working for you)
In short, we’re here to help you build, grow, and manage your wealth—no gimmicks, just results.
Personal Assets
Ongoing investment management designed to keep your portfolio in shape
| Total Assets Managed | Annual Fee |
| First $2,000,000 | 1.00% |
| $2,000,000 – $5,000,000 | .75% |
| $5,000,000 – $15,000,000 | .50% |
| +$15,000,000 | Negotiable |
Employer Sponsored Plan
Looking for help managing your 401(k)/403(B) Assets?
(Discounted Due to Investment Option Limitations within these Plans)
| Total Assets Managed | Annual Fee |
| First $1,000,000 | .50% |
| $1,000,000 – $3,000,000 | .35% |
| $3,000,000+ | .25% |