Investment Management

We provide individualized asset allocation to you by taking into account of your risk tolerance and investment objectives. We aim to build portfolios that balance risk with returns. We build portfolios based on multi-asset investment strategy that diversifies across asset classes and global geographies by utilizing mutual funds, exchange traded funds, and individual bonds. As a fee-only advisory firm, we have incentive to deliver low cost solutions that minimize the performance drain that internal expenses and transaction costs can impose on returns. When we use mutual funds, we use no-load or institutional share classes that offer the least expensive access to the manager or strategy we want to utilize. We strive to construct portfolios that consistently display strong relative performance while minimizing portfolio volatility. We utilize several software such as Riskalyze shown in the following video for assisting our jobs.