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.

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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.