INVESTMENT MANAGEMENT

As a fee-only wealth manager in North Carolina, our investing approach utilizes low-cost mutual funds and ETFs. We create an investment policy which assigns the proper risk tolerance to your portfolio based upon your willingness and perceived emotional capacity to tolerate risk. Our process is highly customized and entails an in-depth, feedback-based question series that seeks to uncover your true personal behavioral tendencies. We then set up an asset allocation that is designed to help you meet your retirement goals by assuming the least amount of risk as possible. We designed our strategy to be simple and clear with minimal cost to the client.