We use mainly index funds and exchange traded funds because of their low fees, low trading costs, and large availability of asset classes. Index funds also perform better than most actively managed funds. We create a portfolio based on your risk tolerance, when you will need the funds and current level of assets.

We review and rebalance your portfolio throughout the year to make sure your portfolio stays within the targets we established. This also naturally takes advantage of the market fluctuations by selling high and buying low.

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