Investment Management

No-Minimum Required

My investment philosophy is based on mean-variance analysis using index-based ETFs to effectively create globally diversified portfolios...

-Some Investment Snob

What does that even mean?

Investing should be boring. Modern Portfolio Theory assumes that investors are "risk-averse." That means that given a choice between two portfolios that offer the same expected return, investors will prefer the less risky one.

There is no benefit to take on more risk if you're not expecting a higher return.

Evaluating the expected risk and return helps me create an "efficient frontier." The goal of an efficient frontier to identify the biggest bang for the buck and align your portfolio with your risk and return preferences.

Efficient Frontier

Basic investment strategies and approach:

I offer a discretionary investment management service that is independent of financial planning. Under the discretionary model, I act as a fiduciary to make portfolio and investment decisions in your best interest.

Using index-based investment positions doesn't mean it's a set it and forget it strategy. I constantly monitor the portfolio to rebalance positions and maintain an overall risk level and asset allocation that is consistent with your goals.

Whether you're just starting out or have a lump sum of cash, I will create a low-cost, diversified portfolio of exchange-traded funds. The allocation of funds in the portfolio will depend on your financial goals and tolerance for risk.

Our investment management services include:

  • Globally diversified portfolios
  • Evidence based approach to investing
  • Low cost and efficient ETF positions
  • Portfolio construction and transition
  • Portfolio rebalancing

Find out more...

My Networks

National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

XY Planning Network

Proud member of XY Planning Network! Advisors displaying this badge have been accepted into XY Planning Network by vowing to adhere to strict fiduciary standards, and carry the CFP® designation. XY Planning Network is the leading financial planning platform for fee-for-service financial advisors who want to serve their Gen X and Gen Y peers by providing comprehensive financial planning services without product sales or asset minimums.

Certified Financial Planner

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.