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Investments

Broad Range of Investments

We offer a broad-market equity and investment-grade fixed income exposure, encompassing more than 19,000 global stocks and bonds.

Diversification

Diversified index investments that can help alleviate active manager risk in portfolios through lower return variability and low turnover.

Low Expense

Low costs, with weighted average expense ratios at 0.07%, enabling investors to keep more of their returns.

To see current Vanguard portfolio structure click here:

Vanguard ETF Strategic Model Portfolios

Investment Philosophy

Our asset management service provides you with an array of investment choices. We utilize Vanguard®, as well as many other institutional money managers when considering options for your portfolio.

We believe in passive management strategies that utilize low cost exchange traded funds. Based on our research, 94% of actively managed U.S. equity funds under-perform their style benchmarks.

Considering the average active fund expense ratio is 0.58%, and the average index fund is 0.09%, we believe that passively allocated ETF portfolios can deliver strong investment performance over the long term*.


*INDEXING: Truths, Myths, and Benefits. Vanguard, 2019.

(ESG) Environmental, Social, and Governance

ESG investing isn't for everyone. And, we do not impose it. However, for investors who desire socially responsibility and biblical alignment, we may have an inspiring solution for you.  

If you are a HNWI or an UHNWI and would like to learn more about our ESG investment opportunities, click the link below.

More About ESG

Complete the Risk Assessment Below to Measure Your Tolerance

Once we receive you Investor Assessment, we will analyze your information and provide insight during your consultation. 

Investor Assessment

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