CALIFORNIA CONSUMER

We offer investment management under annual retainer agreements. We determine a flat rate (monthly or quarterly) based on factors such as the number of accounts, asset size, and types of your investments. We manage client investments at Charles Schwab and TIAA. Our investment portfolios include high quality funds from Vanguard, iShares, and Dimensional Fund Advisors. Many of these investments are oriented toward Environmental, Social, and Governance (ESG) factors including those that are Socially Responsible Investments and aim for a positive social impact... As part of our services, we review, reassess, and rebalance your accounts according to changes both in the markets and in your life on a periodic basis. Our goal? Ensure you continue on the path that leads to the fulfillment of your goals... When we assess and help manage your portfolio, we want to do so in a way that provides you with the resources you need to meet your goals. To build your portfolio, we gather information..

Primary location: Rockville United States