Our Philosophy

Broad Market Exposure

Minimize risks associated with individual stocks while providing clients with comprehensive market access.

Diversification

Spread investments across various asset classes and regions to capture gains from all over and mitigate risk and volatility.

Asset Allocation

Carefully allocate assets based on risk tolerance, investment goals, and time horizon to optimize risk-return tradeoffs.

Rebalancing

Sell High—Buy Low. When one sector performs well, sell some to lock in gains. When another is down, buy more for future returns. Maintain your risk level while increasing your returns.

Low Cost

Costs and fees eat away at returns, year after year. Finding the low-cost, best-performing alternative can make a big difference to your ending account value.

Understandable

Investing in a way that makes sense is paramount. Like eating healthy, the more ingredients you can't pronounce, the worse it is for you.

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Investment Management Cost

Assets Under Management	Annual Fee
Up to $999,9999	1%
$1,000,000-$2,000,000	.8%
$2,000,001-$5,000,000	.6%
$5,000,001 +	.5%

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*After financial planning, half of the cost will be rebated if investment management services are used.

Investing Made For
You

Customized & Simple

Our Philosophy

Costs

$500 Financial Planning Fee*

Investment Management Cost

Lets Connect

Let's Connect
on Medicare

Investing Made ForYou

Customized & Simple

Our Philosophy

Broad Market Exposure

Diversification

Asset Allocation

Rebalancing

Low Cost

Understandable

Costs

$500 Financial Planning Fee*

Investment ​Management Cost

Lets Connect

Let's Connecton Medicare

Investing Made For
You

Investment Management Cost

Let's Connect
on Medicare