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Because investment management is one piece of a whole financial pie, we like to include it in our affordably priced retainer-based model. But we also realize many clients may only want to take advantage of our tailored evidence-based portfolios with no other financial planning; as a result, we offer them to you at prices that in many cases are close to robo-advisors. But you also benefit from:

  • 2-3 hour initial meeting with a Chartered Financial Analyst (CFA) where we:
  • Have a in-depth conversation regarding risk tolerance
  • Review our standard portfolios
  • Then tailor them based on your goals
  • Educate on the role of diversification of risk and where the dimension of returns come from
  • 1-hour yearly review to make sure the investments and asset allocation are appropriate
  • Mark being an approved DFA (Dimensional-Fund) Advisor