• Fee Only and Fiduciary Advisors since inception

  • Socially Responsible Portfolios

  • Access to Dimensional Fund Advisors Mutual Funds and the entire universe of investment options

  • Control what can be controlled: expenses, global diversification, tax efficiency, dynamic rebalancing, risk management

  • Capture the returns that the market offers as efficiently as possible

  • Our portfolios are:

    • Globally diversified 

    • Socially Responsible 

    • Have low expense ratio funds

    • Portfolio Hedging when appropriate

    • Dynamically Rebalanced