Investment Planning
Our goal is to maximize client after-tax wealth. To do that we will provide these wealth management services:
1. Assess Your Needs and Risk Tolerance - We will discuss your investment objectives, liquidity and income needs, time horizon, and tolerance for risk.
2. Design Your Portfolio - Considering your needs and risk tolerance we will develop a portfolio that fits you and your wealth management needs.
3. Manage Your Portfolio - We rebalance as necessary to keep your portfolio within the desired parameters.
4. Monitor Your Portfolio - We meet periodically to evaluate how your portfolio is progressing toward your goals.
5. Provide State-of-the-Art Reports - We will provide your reports in the format you need, whether digital or on paper, in order to keep you informed.
We are affiliated with Wealth Management LLC, a Nebraska CPA investment advisor that works only with CPA advisors. Through Wealth Management, we offer Dimensional Funds, an institutional fund family not normally available to small investors.
Dimensional Fund Advisors was begun by academics in finance from the University of Chicago and continues the academic tradition of investment research. Dimensional focuses its research on market segments and seeks diversification of firms within market segments, rather than focusing research on individual firms. Unlike index funds such as Vanguard, Dimensional is not bound to track specific indices thus further reducing frequency of trading.
Dimensional Funds are offered through fee-only investment advisors. The funds have no hidden fees, no front-end loads, no back-end loads, and no surrender fees. We offer the funds to you with a management fee based on account value.
The following logo leads to the Dimensional website where you can read in detail about the investment philosophy and academic underpinning of the fund family.
The custodian of our client accounts is TD Ameritrade.