Investment Management

This service is an extension of Holistic Financial Planning. I assist you with establishing the optimal investment portfolio based on your values, financial goals, and investment preferences identified during the holistic financial planning process.

There is no asset minimum requirement.

This service is for you if:

  • You have completed the Holistic Financial Planning process and you want to continue your journey to financial freedom by putting your money to work for you.

How much does it cost?

  • INVESTMENT ASSETS
    • $0 - 250,000
    • $250,001 - 500,000
    • $500,001 - 1,000,000
    • $1,000,001 and above
  • ANNUAL FEE
    • 0.95%
    • 0.90%
    • 0.85%
    • 0.80%

My investment philosophy

I primarily practice passive investment management. Passive investing involves building portfolios that are comprised of various distinct asset classes. The asset classes are weighted in a manner to achieve a desired relationship between correlation, risk, and return. Funds that passively capture the returns of the desired asset classes are placed in the portfolio. The funds that are used to build passive portfolios are typically index mutual funds or exchange traded funds.

Passive investment management is characterized by low portfolio expenses (i.e. the funds inside the portfolio have low internal costs), minimal trading costs (due to infrequent trading activity), and relative tax efficiency (because the funds inside the portfolio are tax efficient and turnover inside the portfolio is minimal).

In contrast, active management involves a single manager or managers who employ some method, strategy, or technique to construct a portfolio that is intended to generate returns that are greater than the broader market or a designated benchmark. Academic research indicates most active managers underperform the market.

Continue growing.

It’s time to put your money to work for you.