Invest Your Assets
Once your financial plan is in place, it’s time to get your money invested for your future. Our team of experts will help you create a diversified portfolio of investments that meets your needs. We focus on using low-cost investments to keep more of your money working for you.
What we do: explain the process to you in plain English. We want you to be comfortable with what you’re invested in and the only way you can be is if you completely understand it. It’s our job to explain it so it makes sense to you.
What we don’t do: try to get you into the next “hot” stocks. Instead, we only use evidence-based investing strategies that have stood the test of time. We rely on facts, not fads, to drive your investment success.
We’ll also help you make any needed adjustments to your other accounts you may not hold with us (like your retirement plan), to make sure you are not taking on too much, or too little, risk.
Then, we’ll frequently communicate with you to talk about any changes or adjustments needed to keep your risk level appropriate. You’ll also have 24/7 access to them through your smartphone or any device using our state-of-the-art platform.