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Fiduciary Service | Sustainability | Risk Management

Investment Management

Building Wealth Through Sustainability



We don't look for the "best" investments based on performance alone.


Instead, we select the best investments based on your goals, investor psychology, existing holdings, tax Strategy, Social Objectives, and numerous other factors.


Our Investment Philosophy


Keep Investment Fees Low

Investment fees should be kept as low as possible without affecting the integrity of the strategy. We focus on funds with low expense ratios.

Align With Social Objectives

If your investment philosophy tilts towards environmental, social and governance sustainability, we've got you covered.

Don't Buy on Performance

We do not buy/sell/hold investments based on past performance. Our strategy is based on your goals, existing holdings, tax preference and other factors. 

Use of Passive Strategies

We typically use passive investments in efficient markets that are transparent in available information and maintain strong regulatory governance.

Use of Active Strategies

We typically use active investments in inefficient markets that lack transparency or have deficient regulatory governance, as well as in ESG models.

Rebalance Strategically

Portfolios are rebalanced with a key focus on your personal goals, timeline, and recent market appreciation/depreciation. 

Minimize Tax Impact

It is not what you make, it's what you keep. Our goal is to reduce the impact of taxation on your strategy, emphasizing tax loss harvesting, minimizing capital gains exposure, and low-turnover investments. 

Remain Broadly Diversified

Broad diversification applies to more than just stock and bond allocations. We focus on diversification across sectors, capitalization, regions, credit ratings, and maturity dates (to name a few).

Manage Behavioral Biases

The portfolio is built using measurements of your reactions, behaviors, and personality around investment-related decisions and market volatility.

How do we do this?

Our Sustainable Strategy

If your investment philosophy tilts towards environmental, social and governance sustainability, we've got you covered. Our sustainable portfolio's are strategically focused on factors such as fossil fuel reduction, gender/racial equality, and corporate accountability to name a few. While ESG and Socially Responsible Investing isn't mandatory, we'll work hard to educate you on the benefits of investing with these topics in mind.


Environmental Sustainability


Responsible interaction with the environment to avoid depletion or degradation of natural resources, allowing for long-term environmental quality.

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Social Sustainability


Development of processes and structures which not only meet the needs of its current members but also support the ability of future generations to maintain a healthy community.

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Governance Sustainability


Use of accurate and transparent accounting methods, avoidance of conflict of interest in board selection, and ethical practices to support a company's stakeholders.

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Our Fee Schedule

Investment Management

(NO MINIMUM BALANCE OR NET WORTH REQUIREMENTS)


~ FEE~
$1 - $500,000 = 0.95%

~ Preferred Rate*~
$1 - $500,000 = 0.30%



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* Preferred rate applies to clients engaged in ongoing financial planning. For example, an account valued at $100,000 would pay a fee of 0.30% resulting in an annual fee of $300. The quarterly fee calculation would be: $100,000 x 0.30% = $300 / 4 = $75


Wealth Management

(MINIMUM BALANCE OF $500,000 REQUIRED)


~ FEE~
First $1 - $500,000 = 0.95%

$500,001+ = 0.30%


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For example, investable assets valued at $1,000,000 would pay a fee of 0.625%, resulting in an annual fee of $6,250. The quarterly fee calculation would be: (($500,000 x 0.95%) + ($500,000 x 0.30%) = $6,250) / 4 = $1,562.50


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