Turnkey asset management for financial planners
We align investments with each client’s financial plan and handle the reporting, billing, account aggregation, and white-labeled client portals so that you can focus on what matters most.
Customized strategies to fit each client’s plan
Back office and technology solutions included with every account
Any account that we manage will enjoy account aggregation, billing, reporting and technology services at no additional charge. Those accounts we do not manage can also enjoy these benefits for a quarterly fee.
Portfolios Managed to a Higher Standard
We understand that the way a portfolio is implemented and maintained can have a significant impact on long-term returns, so we’ve established some best practices. Click on each to learn more.
Tax Efficient Fund Usage
Capital Gains Sensitivity
Transaction Fee Minimization
Bond Downgrade Tracking
Tax Aware Asset Location
Industry simple-average equity fund expense ratio source: Investment Company Institute® | 2014 Investment Company Fact Book
Asset Dedication expense ratio source: Morningstar® | October 27th, 2014
The expense ratios stated above do not include management fees.
An Academic Approach to Planning-centric Investing
What started as a University of San Francisco research project to make personalized pensions available to the everyday investor, first turned into numerous white papers, then a book, and is now a strategy adopted by many of today’s leading practitioners and academic institutions.
Strategy Deep Dive with The American College
Want to gain a deeper understanding of how we think about financial planning and investing? We encourage you to watch the videos below.