Investment management is implemented using a variety of options available to you as a client. Since we’re a firm designed on flexibility, we can help build investment strategies that work within your existing retirement accounts or assist you, when appropriate, in consolidating your investment accounts. We use Shareholders Service Group and Altruist as our custodian for investment accounts that we manage.
We’re also a firm that believes deeply in the principals of modern portfolio theory and the role that financial science plays in helping to identify meaningful drivers of expected return in a portfolio. Through this avenue, we use a number of investment strategies from Dimensional Fund Advisors.
Dimensional Investing
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