investment management

Three key elements underpin our approach

Focus on long-term strategic allocation

 

Disciplined rebalancing to take advantage of markets' tendency to under and overshoot

 

Control costs, which leads to greater long-term growth and wealth preservation

Key Portfolio Management Factors

  • What is the current risk level of our total investment portfolio?

  • Does our current portfolio meet our lifestyle needs?

  • How might we reposition our investments to meet our lifestyle objectives?

  • Do your investments reflect your environmental, social, and sustainability values?

  • What is our net annual return in dollars and on a percentage basis?

  • Is our investment portfolio tax-efficient?

Together we can discover your goals and objectives and then draft an investment policy statement and construct an investment portfolio that meet your needs and risk tolerance.

Contact

1005 A St., Suite 412

San Rafael, CA  94901

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