Professional money management is serious business that we believe requires serious consideration around who is managing your portfolio, what it is costing you, and whether or not the performance is meeting your needs. Our process is designed to provide you with clear and continual information so you always know where you stand and where you are headed.
- Direct access to Dimensional Fund Advisors low cost/no-load funds on an institutional basis.
- Technologically advanced clearing through TD Ameritrade.
- Customized portfolios that allow for client-specific trade restrictions, tax efficiency, and flexibility.
We construct, implement, and carefully monitor your customized investment portfolio to weather the storms of volatility using proven and well thought out strategies.