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Independent Fee-Only Silicon Valley
CFP® Registered Investment Advisor
Committed to a Fiduciary Standard
We embrace the simple concept of investing in low-cost, tax-efficient index funds.
For our clients we develop customized strategies that help reduce the impact taxes, fund expenses, and trading costs can have on the overall returns on a portfolio.
Improving after-tax returns by reducing costs rather than by increasing pre-tax returns provides a more dependable solution.
The diversified portfolios include passively managed (indexed) mutual funds and ETFs (Exchange Traded Funds) as well as fixed income, and other asset classes if appropriate.
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