We believe in lowering our clients’ fees as much as possible. To do this, we provide risk-managed portfolios that make choosing and implementing a personal investment strategy simpler than ever. We are a fiduciary and a “fee-only” firm.
The AssetBuilder basics are concrete:
- Indexing is the path to achieving asset class returns.
- Indexing is the primary way to reduce investment expenses.
- Asset allocation is a tool for managing risk.
- Efficiency in operation is the way to achieve the lowest possible costs.
For decades we’ve subscribed to the methodology of passive investing and indexing, and continue to practice this low-fee model for our clients.
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