investment approach
Comprehensive Investment Solutions Designed to meet your specific short- and long-term investment goals.
We believe the best financial solutions are built when an Advisor has a thorough understanding of their clients’ current financial picture and their short- and long-term goals.
Our goal is to provide specialized support and experience, which helps us assess our client's needs and identify appropriate solutions that put our clients on a path toward achieving their financial dreams and aspirations.
Of course, no plan can remain stagnant.
Life will evolve or unexpected circumstances will arise that require adjustments to a financial plan. By utilizing our solutions and resources we are able to help our clients navigate those changes and evolve their financial plan to meet their new goals.
smart
A research-driven model
Our investment philosophy is built on time-tested academic research into the behavior of financial markets and investors — financial science. Client portfolios are carefully designed to build long-term value through broad diversification, efficient allocation, and tax-efficient strategies. It's a consistent, objective approach. We don't play the guessing game.
efficient
Keep more of what you earn
Research has led us to focus on the factors we can control, like fees. We receive no commissions or referral fees from the funds or managers we recommend, so our main concern is objectively and efficiently improving your financial wellbeing.
focused
Plan, don't react
Following our financial discovery process, we will craft a personalized investment program that reflects your goals, values and risk comfort zone. Once your plan is in place, we continuously monitor your portfolio and investments to help keep you on track. Feel confident that you have an investment approach based on a solid foundation—and work with you on your financial path toward success.
What we do
Jonathan offers a robust program of financial solutions.
This wide range of high-quality investment options coupled with superior training and support ensures he
has the experience necessary to design tailored financial solutions. Equipped with the tools needed to meet the specific financial goals of his clients while remaining mindful of risk tolerance.
