Planning for the long-term makes life easier

We believe that diversified investing is essential for the sustained growth of your wealth. We aim to capture the returns that the markets have to offer with a portfolio that is tailored to your risk tolerance and preferences. We think investment education is also important and will help you learn and understand the risks and rewards of investing.

It is also our belief that the markets are fairly priced and we do not try to ‘beat the market’. Instead, we manage your investments focusing on what can be controlled, such as tax efficiencies and strategic withdrawal plans, so you meet your goals confidently.

Our investing approach is based on the financial science of capital markets. We primarily use Dimensional (DFA) mutual funds and focus on broadly diversified portfolios utilizing worldwide fixed-income and equity markets. These portfolios are then rebalanced systematically based on your individualized investment plan. 

Clients also have the option to invest in sustainable mutual funds. These funds are diversified and have an eye on the long term, but they also focus on companies that are investing in more sustainable practices.