Investment Management
Your money should work just as hard as you do.
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We manage your invested assets across stocks, bonds, ETFs and mutual funds. We use Schwab and Altruist as our custodian partners (where your accounts will be housed) and our investment decisions are always evidence-based.
As fee-only planners, our interests are perfectly aligned with yours and we will never recommend an investment that wasn't in your best interest.
As your sworn fiduciaries, we are legally bound to ensure that your investments remain consistent with YOUR plan, YOUR risk tolerance and YOUR values.
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Our Custodial Partners
When your money is invested with us, that money is deposited with "Custodian Banks" - financial institutions that actually handle the funds, keep records of the stocks and bonds you own, and have a long list of federal and state regulations to follow.
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Our two custody partners are Charles Schwab and Altruist. Which custodian we use for each client depends a lot on their financial goals and strategies we use for their investments. In either case, you can rest assured that the money is safely invested in well-vetted, trusted financial instituitions.
