Every client we serve has a unique portfolio. Together, we will design an investment strategy that supports your financial plan, is aligned with your financial capacity for risk and emotional willingness for volatility. We will show you various paths, how they impact your financial plan, and what to expect from risk and return. You will have the clarity you need to make confident investment decisions.
We customize the implementation of your strategy. We will align your portfolio with your values, allocating to companies and sectors you want to support, and avoiding others that you don't. We will be mindful of taxes - we pay attention to capital gains, harvest tax losses where it makes sense, and implement your strategy in a tax efficient manner. And we will design your portfolio to meet your cash flow needs.
Three keys to successful long-term investing include discipline, patience, and staying invested. We continuously monitor your portfolio by establishing a target risk score, a target allocation, and guardrails. When your portfolio moves out of those guardrails, or when we see opportunities, we will rebalance your portfolio. We will share the changes we make, why we made them, and answer any questions you have. This disciplined process helps manage risk in your portfolio and keep you on track to meeting your financial goals.
Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.