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Our approach

Our process begins with a thorough understanding of your unique needs. We then develop a written portfolio plan for you that will properly balance your risk tolerance and return expectations. We manage portfolios using our iFolios strategy – continually managing market exposure to capture growth and income while providing protection from significant loss. We do not simply buy and hold a static allocation and hope for the best. We favor global index funds and exchange-traded funds for core portfolios based on their cost effectiveness and tax efficiency.