What Matters to You, Matters to Us

We not only focus on returns— but what those returns mean to you. This is why we work to keep your investment cost-effective and on course to meet your investment objectives.

Family celebrating graduation

We prefer a clear-eyed approach to investing. One backed by science. One that takes the long view. It’s a methodology engineered to meet any financial goal. Here’s how we do it:

We Invest for You. Period.

As your fiduciary, we employ what works in your best interest. That means, we don’t time the market. We do, however, invest in globally diversified, low churn, low-cost mixes of index funds. This provides the clearest path to long-term financial gains, as proven time and time again. We say, let the market do the work, so you don’t have to.

A group of Registered Investment Advisors working togehter
Registered Investment Advisor Stopping a client from making a mistake

We are Disciplined

It’s easy to get caught pulling in and out of the market, missing potential gains and paying through the nose in taxes. Your advisor is there to help you remain disciplined. They help you not only manage your money, but to also help you make smart investment decisions. No matter what the markets do, your advisor helps keep your money working for you.

We Invest with Factors

Instead of investing in individual stocks, we look for specific attributes of stocks, such as profitability, that consistently outperform their peers. Of these, we purchase relatively inexpensive stocks, called Value stocks. This is known as Factor Investing, and we use it to construct the most strategic investment fund, based on your goals.

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Registered Investment Advisor Changing Factors

Some Frequently Asked Questions

What is the value of an investment advisor? expand_more

An advisor is there to do what you would do. They act in your best interest. The difference is that advisors do it on a daily basis. An advisor also makes data-driven decisions grounded in empirical evidence. They evaluate your investment objectively based upon years of overseeing hundreds—even thousands of accounts. And AssetBuilder advisors have been through it all—08 housing crisis, COVID-19—you name it. We know how to stay the course and meet goals. After all, we’ve been doing it for almost 14 years.

How will you determine the best portfolio for me? expand_more

The essence of investing is to improve financial standing and meet specific goals.  We assess each and every client based on their goals and risk tolerance. Then after getting to know you personally, we offer a recommendation based on, what we believe to be, the surest (not fastest) way to achieve those goals. To learn more about this, contact an advisor or just give us a call at (972) 535-4040.

Are you a fiduciary advisor? expand_more

We at AssetBuilder proudly act in accordance with the fiduciary standard. This means we are not only ethically motivated but also legally obligated to make decisions that are in your best interest. This ensures we conduct ourselves with the utmost care and professionalism, the highest standard of ethic, and manage your investment based on your benefit, not our own.

What types of accounts can I open? expand_more

We can manage most types of accounts, through our custodian, Charles Schwab. These include individual, Joint, IRAs, Roth IRAs, Trusts, Corporate and Custodial.

Ready to Invest in What Matters?

An advisor would be happy to talk with you one-on-one. You can ask them any questions you may have about the AssetBuilder philosophy, your financial goals and how we would invest for you. Fill out the form below to get started or call us at 972-535-4040.

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