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What is the firm’s investment approach?

First, we assess each client’s risk, goals, time frame, and tax situation. We then create an investment design using a variety of asset classes, both domestic and international. Finally, and most importantly, we implement and monitor the portfolio to ensure that it offers maximum diversification while continuing to meet your target allocation. Each portfolio is customized to help our clients achieve their goals and dreams — in accordance with their tolerance for risk.

We primarily use no-load mutual funds to implement our clients’ portfolio designs. The funds we use have been carefully selected based upon in-depth research of portfolio manager performance, fund-style category, fund philosophy, and low expense ratios. Charles Schwab & Co. is the custodian of our clients’ assets. We take advantage of institutional class funds that are available at lower cost to clients of investment advisors than to retail investors, and we use low-cost index funds where appropriate to get affordable exposure to a specific asset class.

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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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