Investment Management

​You are unique. Your portfolio should be too. There are no "off-the-shelf" model portfolios that attempt to fit you into a box. We will design a balanced portfolio to your tailored situation. We use a building block method such that we pick our favorite building blocks and determine the appropriate construction based on your unique situation.

When you work with us, we will take care to ensure that your portfolio is well diversified and designed to absorb the shocks that will inevitably occur in the financial markets. Our goal is to minimize losses during difficult markets through diversification and a contrarian approach, which then position you strongly for bull markets ahead.

Our fees are lower than most of our competitors (based on sampling of several Fee-Only advisors in the Northwest) because we avoid unnecessary overhead and focus our spending on tools that add demonstrable value for clients. We strive to execute all trades with brokers that provide the lowest cost to our client. See our fees here. As an advisor we have access to institutional funds that often have lower management fees and higher minimum investment thresholds that the retail investor will not meet. 

In conjunction with our own valuation models and experienced judgement, we use Modern Portfolio Theory to help guide our diversification strategies by using multiple asset classes from around the world. We focus on finding value for you, whether it is U.S. or international, large, medium, or small companies. We use software to optimize your portfolio. We use these tools carefully balanced with our knowledge of market history and experience.

Managing the taxes resulting from your investment activities is an integral component of our management services and helps to boost after-tax.

Whether you are interested in supporting environmentally friendly investments or would like to invest in real estate, we are pleased to research investments that align with your values to see if they are suitable to reach your goals. We will help provide you a neutral view of the pros and cons of an investment or investment strategy.