How We Manage Money
Just like a doctor would never prescribe treatment without a diagnosis, we’ll never show you a portfolio without a thorough understanding of your situation. Our clients always get a customized portfolio based on their unique needs.
We create our portfolios utilizing Evidence Based Investing. This means that we select Exchanged Traded Funds (ETFs) for many of our stock investments. While other financial firms may rely on actively managed mutual funds or individual stocks to create a portfolio, historical data continues to show that those strategies underperform their respective benchmarks. Compared to actively managed mutual funds, ETFs are typically lower in cost, cause less of a tax burden, and historically outperform most actively managed funds.
To see a more detailed example of a portfolio, check out our sample portfolio. It shows a high level view of a portfolio in a tax-free account. Because we customize all our portfolios, yours may end up looking different.
1965 E 6th St, Suite 713
Cleveland, Ohio 44114