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HOW WE’RE DIFFERENT FROM (MOST) INVESTMENT ADVISORS

We’re proud of our unique investing philosophy, services and clients. Here are a few of the ways that we’re different from a typical investment advisor:
  • We don’t pretend to be able to “beat the market.” Instead, we focus on designing low-cost portfolios of and that maximize your expected return given your
  • We believe that many DIY investors are fully capable of reaching their financial goals without the help of an expensive, full-service financial advisor. At the same time, we recognize that effective DIY investing requires a great deal of discipline, so we provide numerous tools and tips to help you stay on track.
  • We don’t discriminate based on account size. Whether you have $10,000 to invest or $10,000,000, we can design an inexpensive, yet sophisticated portfolio tailored to meet your individual needs.
  • We’re highly educated, and we want you to be highly educated too.
 
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