117 Things We Do for Our Clients Number 36 - Help Improve Your Investment Performance

We help clients improve their investment performance. Research shows that working with a qualified investment advisor can enhance your long-term returns by 1% to 6% annually. Here's how we add value for our clients:

Asset Class Optimization: We construct optimal portfolio allocations based on your risk tolerance, time horizon, and financial goals using evidence-based approaches.

Expense Management: We look for lower fees and identify cost-effective investments, saving you thousands in unnecessary expenses over time.

Strategic Rebalancing: We systematically maintain your target allocation through periodic rebalancing.

Tax-Efficient Strategies: We develop sophisticated withdrawal plans and strategically locate assets in the most tax-advantaged accounts, minimizing your tax burden.

Behavioral Coaching: We serve as your behavioral guardrails during market volatility, helping you stay invested when emotions drive others to sell at the worst moments.

The impact of these improvements adds up significantly over time. If you have $500,000 invested and we help you earn just 1% more each year, that extra return grows to over $300,000 additional dollars after 30 years. Since many of our clients see improvements of 3% or more annually, the long-term financial benefit can be life-changing.

We don't just manage investments – we optimize every aspect of your wealth-building strategy.

*To see the whole list of "117 Things" in progress, click here.