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  • Assist in turning goals into objectives and prioritization of those objectives

  • An honest discussion regarding your financial situation, goals and needs

  • Construction of a financial plan to describe how each objective is to be approached

  • Plan implementation utilizing investment strategies that are suitable and appropriate based on these objectives and our academia-focused investment philosophy

  • Frequent reviews to seeking to ensure your implementation is appropriate, suitable, and on track toward pursuing stated objectives

Communications and Education


  • Quarterly performance reporting

  • Periodic industry communications

  • Annual client reviews

  • Weekly Market Review and educational emails


Investment Research


  • An investment philosophy rooted in objective academic research

  • A process driven by fiduciary standards and suitability

  • Access to and periodic review of investment research from leading academic institutions

  • Extensive ongoing education through participation in industry conferences and educational seminars

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