The conventional wisdom in the wealth management industry equates higher returns with higher risk and more exotic and expensive products.
In our experience, this approach leads to subpar investment outcomes, conflicts of interest, and sows mistrust between clients and their advisors.
We partnered with academics from MIT and Wharton to create an investment approach focused on reducing risk and costs that we believe leads to superior long-term wealth creation.
Globally Diversified Portfolio:
Expanding your portfolio to reflect a more global approach will increase your opportunity set for earning returns
Low Advisory Fee
Low-cost investment vehicles, such as ETFs, index funds, and separately managed accounts
We use ETFs as they tend to be more tax efficient than traditional mutual funds
Dynamic Tax-Loss Harvesting technology allows us to monitor and restrict taxable gains
A proprietary risk management algorithm helps to avoid extreme losses in the portfolio
Avoiding large losses allows you to compound on your wealth