Investment Philosophy

Use your life plan to steer your investment strategy.

Your life plan is unique, so your investment strategy needs to reflect your financial goals. For the same reason you wouldn’t go hiking in the woods and then go home and look at a map, we consider your life’s “map” first and then tailor your investment strategy to fit. We use a continual planning process to update your financial plan based on life events and milestones.

Respect your tolerance for risk.

We recognize that everyone has different thresholds when it comes to taking risks. We also understand that your risk comfort level can evolve over time based on life experience and events. The investment strategies we recommend will always honor your risk tolerance. As fiduciaries bound to serve your interests, we will always strive to give you peace of mind.

Minimize your tax burden.

We take a tax-sensitive approach to investing. Why? Because poor tax management can pose a greater threat to returns than management fees or trading costs. We take your personal tax situation into account—looking at your annual yields pre- and post-tax—and design a smart, tax-conscious investment strategy. Ultimately, we work to keep more in your pocket after the tax man’s cut.

“Investment strategies should never be set in stone. We believe in being nimble and adaptable to your changing journey.”

Honor your values.

The work we do is informed not only by your goals, but also by your values. We can help your investments make an impact in the world through socially-responsible investing, so you can support positive change. We employ ESG (Environmental, Social, and Governance) strategies to assess companies on a range of criteria, including: conservation efforts, regard for natural resources, energy use, employee health and education, workplace safety, transparency, and ethics. When values and investing align, it’s a win-win.

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