What Determines Performance?
Two words: ASSET ALLOCATION
It matters! According to Nobel Prize winning research, asset allocation accounts for over 90% of a portfolio's return.
With this in mind, we keep our focus on the things we can control; maintaining a diversified, low cost, easy to understand & implement portfolios that are aligned with your specific age, goals and risk tolerance.
So whether you're saving for your first house, vacation or retirement; whatever your investment goals are, we can help you get there.
Our fees for managing investment assets are listed below:
|0 - $1,000,000||.85%|
|$1,000,001 - $2,000,000||.75%|
|$2,000,001 and up||.45%|