Research Has Shown Us
Evidence Based Investment Approach
Our investment process utilizes time-tested investment strategies backed by strong organizations and academic rigor.
We'll design your portfolio to target the long-term drivers of returned. Not predicitions about the future.
We'll have regular "little conversations" to help you understand the "what" and "why" of each holding and to assure we are working together.
You have the right to the information you need to make smart decisions.
We are compensated by only you, our client and keep our structure easy to understand.
We'll use a proces build on sound principles and nimble enought so we can adjust as your life unfolds.
We build your portfolio on sound time tested principles, not fancy strategies with little history of success.
CONSISTENT QUALITY CHECKS
We systematically review your portoflio and check in with you in order to:
"You can google smart. You can't google wisdom."
Roger Whitney, CFP®, CIMA®, CPWA®, AIF®
You'll work directly with me, Roger Whitney, as I help you design, build and implement a portfolio inline with your unique goals.
Over the last 24 years, I've worked with clients through the rise and fall of the "tech bubble", 10 years of virtually flat markets and the financial crisis of 2007-2009. I'll use these hard-earned lessons to help you have a better investment expereience.
What You'll Get: