|
We are unique in providing to individuals and businesses investments typically available only to institutions.
This unique approach provides retirement income by precisely targeting the world's most attractive markets at the lowest possible costs.
We expertly handle your financial affairs from IRA rollovers to estate planning.
We specialize in index and passive investment management because this type of investing has been demonstrated to offer the best returns.
Our investment strategy is based on current academic research, uses Dimensional Fund Advisors (DFA), ETF's, and other asset class funds, as well as maturity laddered bond portfolios and individual securities.
We are registered investment advisors.
Typical fees range from 0.6% to 1% of assets under management for wealth management.
Our recommended account minimum is $500,000, although exceptions may be made.
Our primary custodian is TD Ameritrade.
We offer free initial consultation.
|
