Investment Portfolio Solutions
Investment management strategy and portfolio construction is paramount to investment success. However, if the investment tools implemented are standard retail broker sold solutions, you’re simply leaving money on the table.
We use only institutional caliber investments for our client portfolios. As a fee only financial advisor, our only incentive is delivering the results our clients need to realize their vision of retirement. Every dollar counts, and throwing away money through high cost, big commission, inefficient investments is simply foolish.
While we have access to every investment publicly available through our institutional custodian TD Ameritrade – we choose only the very best:
- DFA Funds – Dimensional Fund Advisors mutual funds are passive institutional investments
- ETF – Exchange traded funds are used to round out our DFA Fund based portfolios in a select few asset classes.
Our portfolios are implemented with lower costs, lower trading fees, and more efficiently with broader diversification using DFA passive investments and ETF’s. We choose only the very best investment solutions completely independent of brokerage or insurance firms.
