Investment Management

After taking the time to understand your goals and tolerance for risk, we’ll design and implement an investment plan just for you. We’ll monitor your portfolio to ensure that you are on track to reach your objectives.

Our client portfolios are globally diversified and use a primarily passive approach with enhanced index mutual funds. On the fixed income side, we use actively managed bond funds when we believe the manager can add substantial value. All of the funds we use have been carefully selected based upon in-depth research of asset classes, tax efficiency, and low expense ratios. Charles Schwab & Co. is the custodian of our clients’ assets.

We manage the day-to-day activity in our clients’ portfolios, keeping asset allocations in line with objectives and a sharp eye on the tax consequences of our actions. For example, we only sell a holding if we believe the benefit outweighs the tax cost.

While investing can be frustrating at times, successful investing requires patience and discipline. Realizing the stock market’s long-term returns demands ignoring inevitable short-term gyrations that are impossible to predict. Succumbing to the temptation to chase past returns is a path to disappointment and subpar long-term investment results.

Our investment philosophy is to stay clearly focused on long-term performance, minimize taxes, avoid excess risk, and provide our clients with a high level of service for all their planning needs.

Our typical investment management client has a minimum of $1 million in assets available for management. Many of our clients have stock options and come to us for strategic stock option planning to minimize taxes, increase diversification, and decrease their overall investment risk. If you have less than $1 million in assets but are sitting on an equivalent amount of vested options or other equity awards, let’s talk.

Preserving the Wealth of Successful High-Tech Community Members
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Preserving the Wealth of Successful High-Tech Community Members
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The BE WISE Planning Strategy
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The BE WISE Planning Strategy
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