We’re Glad You Found Us!
Schedule a meeting to connect and discuss how we can assist you.
Contact Us
- Email Us
- 614.888.7741
- Fairbanks, AK
About Us
Send Us a Note
Frequently Asked Questions
We’ve gathered a list of questions commonly asked by clients. If you don’t see an answer to your question here, please schedule a time to connect and we’ll see how we can help.
We prescribe to Market Efficiency, a theory that markets are efficient, but not always rational and that prices reflect all available public information. It is impossible to know ahead of time when the market will move or what direction it will take. As a result, we do not apply active management strategies like “timing-the-market” or “stock-picking.”
We believe that having a diversified portfolio, which means holding a different number and types of investments, helps to reduce risk.
“Asset allocation” refers to the relationship or blend of cash, stocks and bonds in a portfolio. Our strategy aims to create a variety of asset classes to match the investor’s risk tolerance.
We believe in the importance of minimizing expenses and reducing taxes in your portfolio. Self-discipline requires you to recognize and maintain course on the timeline of your investment horizon. We believe that short-term goals should focus on the safety of the principal investment, whereas long-term goals require careful adjustments and patience.
We believe in providing clients with sophisticated but reliable investment strategies based on research, experience and sound rationale rather than speculation. Although we believe you are best served when your investments are tied to a comprehensive financial plan, we do offer investment management services on a standalone basis.
We do not send any sensitive information in emails and also encourage clients to avoid this practice. We operate almost exclusively with web-based software, which avoids local data storage (on my computer system). The data we do store locally is synced with a cloud-based file-syncing tool on a computer that is protected with a strong password. The vast majority of my business and client data is held by the following providers (click the name to view their security policies).
RightCapital (financial planning)
XY Investment Solutions (investment management)
First Ascent (investment management)
Docusign and Hellosign (digital signature)
Wealthbox (client relationship management)
LastPass (password security)
Google’s G Suite (email, calendar, online forms, etc.)
Dropbox (document storage)
AdvicePay (monthly payment processing)
SmartRIA (compliance)
Calendly (meeting scheduling)
Process Street (workflow management)