You could be planning for retirement, a college education, a legacy, maximizing returns, or any number of other goals, but the process remains the same. Our investment process starts by having an open and honest discussion with you so we can learn about your background and what you want to achieve. From there, your custom portfolio is built around your risk profile, tax situation, business assets, and strategic life plan. Our goal is to optimize your investments so that you can achieve your strategic life plan while minimizing any anxiety or stress from your investments.
- The average investor lost ~1% per year in return due to behavioral mismanagement of their investments.1
- From 1926 to 2016, the average investor in stocks and bonds lost ~2% per year of performance to taxes.2
- Since 1926, inflation has cost investors about 3% of return per year.3