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Low Cost Investments

Wealth Management believes in passive management. What does that mean? Low cost investments – passive asset funds traditionally have lower operating expenses and transaction costs. Morningstar Director of Mutual Fund Research Russel Kinnel observed: “In every single time period and data point tested, low-cost funds beat high-cost funds.”

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Broad Diversification and Risk Protection

Diversification allows for risk protection. Our investment strategy is based on the principles of the Modern Portfolio Theory (MPT), a Nobel Prize winning model. MPT provides for a passive, long-term buy-and-hold strategy implemented through globally-diversified portfolios. Portfolios are rebalanced to maintain agreed upon asset allocations.

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