PORTFOLIO DESIGN
We help you identify the best investment mix to reach your goals. We also determine the best types of accounts in which to hold your various investments to minimize taxes.
Our investing approach is informed by decades of academic research. Our portfolios are low-cost, diversified, and customized based on client goals.
STRATEGIC PORTFOLIO WITHDRAWALS
We help you determine how much you can safely withdraw from your investment portfolio each month or year during retirement. We also determine the optimal order to withdraw from your accounts to maximize your after-tax spending and make sure you meet legal requirements to avoid penalties.
CONTINUOUS PORTFOLIO MANAGEMENT
We constantly monitor and periodically rebalance your portfolio if you’ve drifted too far from your plan’s target. We strive to minimize realized capital gains and trading costs in the rebalancing process. On top of that, we are constantly seeking opportunities to lower your lifetime tax bill by converting a portion of your Traditional IRA to a Roth IRA.
Our investment management services allow you to relax, knowing your investment portfolio always has a professional advocate looking out for your best interests. You can be certain you are leaving nothing on the table as far as your investment portfolio’s ability to provide you with the retirement lifestyle you desire.