Investment Portfolios

As independent financial and investment advisors serving women, we believe in a client-focused, research-backed approach. Our investment portfolios are designed to meet your wealth goals, on your schedule. Here’s how:

Leverage Nobel-Prize Winning Research

Every portfolio we build for our clients is based on almost nine decades of data, analysis, and research. That experience generates the deep insights from behavioral finance that we apply to your unique situation and goals.

Our Investment Committee that guides this effort in client portfolios is led by world-class practitioners and leading academics like Dr. Meir Statman and Nobel Laureate Dr. Harry Markowitz.

Minimize Risk, Maximize Return

We always start by getting a clear picture of where you are now. This includes figuring out what a healthy risk tolerance looks like given where you are and where you want to go.

Eliminating risk means eliminating opportunity. Our philosophy seeks to manage and reduce risk through a prudent, four-step approach that includes:
  • Global diversification to capture global stock market performance
  • Investing in a wide array of companies to avoid over-exposure to any single sector or industry
  • Combining different categories of companies and investments that respond differently to various market conditions
  • Mixing in high-quality, short-term bonds to smooth out market swings and your investing experience
investment advisor

We use best practices and sophisticated portfolio construction techniques construct a diversified portfolio—rebalancing as needed to adjust to your goals and market changes.

Historically, this approach provides a superior result when measured against typical DIY investors and active portfolio management practices.

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Focus on the Long-Term

Thanks to advances in healthcare and technology, the average retirement today is almost 30 years. That’s a long time to ensure you don’t outlive your money.

A long-term view is one of the most important ingredients of success in investing. But our emotions can get the best of us when markets start to swing. That’s why we use the latest in behavioral research to help you make better decisions and stay on track. We’ll also rebalance your portfolio periodically to keep it aligned with your goals.

Growth-of-$1

Chart showing the returns on $1 invested since 1927. US Large Cap Growth since just 1945 has provided greater than 100x returns on capital. The stock market has been the greatest single generator of real wealth that the world has ever experienced.

Every portfolio we build for our clients is based on almost nine decades of data, analysis, and research. That experience generates the deep insights from behavioral finance that we apply to your unique situation and goals.

Serve you better

Lower Costs: Our investment portfolios cost .35%, far less than the industry average (some Wall Street portfolios cost more than 6%, that’s more than a 1,700% markup!)

Tax-Efficient: Our portfolios apply not one, but two overlays to help minimize your taxes on short-term capital gains and non-qualified dividend income. We also use tax-loss harvesting when appropriate.

No Conflicts of Interest: Since we are independent, fiduciary financial investment advisors, our clients never pay commissions and we always act in your best interest.

We invite you to reach out to explore working together.

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