Our Services

The following summarizes our strengths and services:

• Our objective is to meet or exceed client expectations by constructing efficient portfolios which optimize performance and minimize federal and state income taxes.
• Our portfolio management strategy is passive by nature, significantly reducing taxation.
• We subscribe to Modern Portfolio Theory which supports our belief that the markets are efficient and that risk and return are related.
• We offer a choice of 10 core portfolios, each individually tailored to meet the risk and return objectives of the client.
• Our 10 Core Portfolios normally contain 15 market sectors that truly globalize the portfolio.
• Each portfolio contains in excess of 10,000 individual securities.  This strategy ensures maximum diversification, thus minimizing risk.
• Our objective is to provide the highest net portfolio returns through the use of investment vehicles with low expenses and low turnover ratios.
• Our institutional investment choices include Dimensional Fund Advisors, iShares and StreetTRACKS exchange traded funds (ETFs), individual bonds, preferred stocks and of course, Vanguard Funds.
• Our annual tax loss trading techniques help minimize capital gains taxes.
• We provide tax planning assistance regarding real estate 1031 exchanges.
• We provide planning assistance using advanced tax planning tools such as Private Foundations, Charitable Remainder Trusts (CRTs) and Irrevocable Life Insurance Trusts (ILITs).