Building a portfolio for growth
0.5% – 1% annual fee (50 – 100 basis points)

Objective:

Long-term growth.

Secondary objective:
Low-cost, tax-efficiency

Strategy:
Seek higher returns by focusing on controllable factors (such as expenses, portfolio rebalancing, dollar cost averaging and tax efficiency).  When it comes to investing, we do not attempt to time the market. When plausible, we select passive, index based ETFs and mutual funds to build low-cost, diversified portfolios.

Typical Investments:
◊  Exchange traded funds (ETFs)
◊  Mutual funds
◊  Individual stocks

Fund Families:
◊  Vanguard funds
◊  iShares
◊  Dimensional Fund Advisors

Custodians:
◊  Betterment
◊  Fidelity
◊  Vanguard