7410 Bluffton Road
Markets are highly efficient. Our conviction is in passive & conviction helps weather turbulent markets.
Simple is preferable to complex
Some problems require complex solutions, but most do not.
Paying for added value can be appropriate, but all else equal, reduce costs.
Risk management is paramount
Time is an investor’s greatest resource. Staying convicted, and continually invested, is of the utmost importance.
After-tax returns are all that matter
It’s not what you earn it’s what you keep. Although we aren’t tax professionals (always consult a CPA), we balance potential tax consequences of all decisions.
How much do you know about investing? Take our quiz and find out instantly.