Service
Investment management
Portfolios of low-cost funds, rebalanced with rules, placed account by account to keep more of what they earn after tax.
Who it is for
Clients with $750K or more to invest
What is included
Everything in the engagement,
written down.
01
Investment policy statement
02
Tax-aware asset location
03
Tax-loss harvesting
04
Rebalancing within set bands
05
Quarterly performance reports
Is this for you?
Low-cost, diversified portfolios built around your plan and taxes, not around products.
Meetings
Twice a year
Languages
English, Spanish
Fee
See pricing
Book a consultation
How we work
From first call
to a written plan.
Weeks 1–2
Discover
We learn your goals, gather statements and map every account, policy and obligation.
Weeks 3–5
Plan
You receive a written plan with each recommendation, what it costs and why we make it.
Weeks 6–8
Implement
We open and move accounts, coordinate with your CPA and attorney and set up reporting.
Every year
Review
Two full reviews a year, a tax projection each fall and a call whenever life changes.
Results
Decisions our clients made,
and what they changed.
All case studies
Founder, multi-location dental group
A dental group owner prepares for a $14M sale
$1.2M
in projected tax savings
Physician couple, both 54
Two physicians bring retirement forward by four years
4 years
earlier retirement date
Family-owned manufacturer, $22M revenue
A manufacturer turns a cash squeeze into a credit line
$3M
new credit line secured
