Investment Management

Aligned. Transparent. Built for You.

Your investments are a powerful tool—one piece of a bigger picture that includes your goals, your time horizon, your tolerance for risk, and your desire for simplicity or complexity. We don’t believe in one-size-fits-all portfolios or chasing trends. Instead, our approach to investment management is grounded in evidence-based strategies, long-term perspective, and alignment with your personal financial plan.

We believe investment portfolios should be:

  • Purpose-driven – Every dollar should support your broader financial goals.

  • Efficient and transparent – Costs and tax impact matter. We build portfolios that reflect that.

  • Diversified and disciplined – Our core approach favors broad, passive exposure using low-cost ETFs and individual securities, aligned with evidence-based investing principles.

  • Flexible – Life changes, markets move, and your strategy should adjust as needed.

While we emphasize passive investing and long-term discipline, we also recognize that every client is different. When appropriate, we may incorporate professionally managed models with active or thematic elements—always grounded in your financial plan, not short-term market forecasts.

Our Philosophy

Investment Strategies: Customized or Curated

We manage your portfolio based on your unique financial situation and preferences. For clients who want to benefit from specialized exposure or third-party expertise, we can tap into Altruist’s model marketplace, which includes access to over 500 professionally managed models across a wide range of strategies and asset classes. This allows us to build:

  • Core portfolios designed for long-term growth or stability

  • Values-based portfolios (ESG, socially responsible, faith-based screens)

  • Tax-sensitive or tax-managed allocations

  • Specialty strategies for high-net-worth, income-focused, or alternative exposure

We handle the due diligence, monitoring, and rebalancing—so you can focus on your life, not the markets.

Modern Investment Experience, Powered by Altruist

We primarily use Altruist to manage, trade, and safeguard client investment accounts. Think of Altruist as the technology and infrastructure that helps your money stay safe, stay invested, and stay aligned with your plan.

We chose Altruist because they’re built for how clients expect to interact with their finances today:

  • Clean, user-friendly experience – Their dashboard and mobile app make it easy to see your progress, track performance, and stay engaged—without being overwhelmed.

  • Lower investment costs – Altruist’s platform helps reduce trading fees and administrative costs, allowing more of your money to stay invested.

  • Streamlined portfolio management – From rebalancing to tax-efficient strategies, Altruist allows us to manage your investments in real-time with minimal friction or delay.

  • Enhanced account protection – Excess SIPC coverage, active cybersecurity monitoring, and an Asset Protection Guarantee go above and beyond industry standard policies. Visit altruist.com/security to learn more.

Your accounts are held with industry-standard safeguards, and we never take custody of your assets directly. You get the ease of modern technology with the security of time-tested financial systems.

Built Around Your Life

Investment management is most powerful when it’s not treated as a silo. Whether we’re helping you prepare for an upcoming equity comp event, saving for early retirement, managing risk as a business owner, or coordinating with outside accounts (like a 401(k)), we integrate your investment strategy into every other area of your financial plan.

We’re not here to beat the market. We’re here to help your money support the life you want—now and in the future.