Investment Management

Investment Management2021-04-29T12:52:11-07:00

Values-based Investment Management

Our values-driven investment management creates clarity in your investment decisions by providing a global view of your portfolio that is easy to understand and personalized to your specific situation.

Since each financial situation is unique—created by a complex set of individual personality traits, short and long term goals, aspirations, and tolerance to uncertainty—we do a lot of listening before we make any investment decisions. A large part of our job is to articulate a client’s situation to ensure that they are on a sustainable path. Only after we understand the whole person and their financial picture do we move forward with building a portfolio.

Philosophy and Approach

Our core philosophy is deeply rooted in value investing. We believe that being invested in stocks is the best way to build wealth over the long-term, but, when possible, we prefer to buy those stocks on sale or at a point when the market is not overvalued from a historical perspective.

We apply a blend of passive and active investments to create diversified portfolios for our clients that promote growth and provide downside protection. Our portfolios are nimble, flexible and guided by a group of disciplined minds.

Values-based Investing

We are a skilled and trusted resource on impact investing. We work with our clients to construct portfolios that not only obtain targeted returns but also align with their personal values and guide them through financial-decision making that has a positive impact for them and their community. Our approach considers the social, environmental, and corporate governance (ESG) criteria of investments alongside returns. We also have a carbon-conscious portfolio that seeks to divest from the extraction of fossil fuels.

More about Impact Investing

Regular Reporting

We report to our clients on investment performance every quarter, and periodically report to clients their three-year trailing portfolio performance, as well as their performance during their entire history with the firm. We always report this performance to clients net of our fees, so clients know how they are doing after all the costs of portfolio management and financial planning have been paid.

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Fees

Our fees are based on assets under management and include comprehensive investment management and financial planning.

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Familiar Unknowns

While the emergence of the Omicron variant is troubling as a public health issue, it is familiar territory for the economy. As we face new variants and risks, we believe a long-term strategy will continue to serve our clients well.

Giving with Intention

It feels good to give, but getting started can be difficult. Affirming your values and identifying aligned organizations can make the experience more intentional and meaningful.

Oaxaca Variations

July - October 2021
Explore the photography and textiles of Gary Goldberg, inspired by 20 years of traveling to Oaxaca.