Our Promise
We are passionate about helping others. We are highly responsive. We are bold enough to tell the truth. Invest with Integrity!
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Organizations We Align With
Philosophy
- Low cost, fee-only
- Fiduciary for clients
- Focus on data driven investing
Strategy
- We help cut out the middlemen from the Wall Street food chain
- Low cost DFA Advisor
- Direct access to Dimensional Funds (DFA) research & factor investing
- You don’t have to pay 1% for access to DFA Dimensional Funds
- Why Dimensional Funds (DFA) vs. Vanguard Funds
Coaching
- Strategy based on your goals
- Courage to define reality
- Behavioral coaching
- We align your money with your values & desired lifestyle
What you can control?
- Reduce fees
- Reduce expenses
- Diversify portfolio
- Minimize taxes
- Discipline
- Turnover
- Style drift
- Bid / Ask spread/ Trading
- Bad strategy
- Asset Allocation
- Avoid behavior gaps
- Academic approach to investing
- Ongoing monitoring
- Working with a Fiduciary
What you can’t control?
- Pick winning stocks
- Pick superior managers
- Time the markets
- Financial press
- Economic cycles
- Political cycles
Why DFA
Find out why DFA may be a more optimal solution than Vanguard Funds.
Fiduciary
We put your interests first! Only 15% of Advisors are a fiduciary for their clients. Most big banks, brokers and insurance reps are just salespeople trying to sell you product you may or may not need.
Service & Fees
If you believe in your gut that Wall Street and big banks keep too much of your money, we have a solution for you. We help cut out the middlemen from the Wall Street food chain.
2nd Opinion
We offer a 100% free 2nd opinion for accounts over $500k. We help you identify the red flags in your current portfolio.
Fort Collins Based, Fee-Only Compensation, Invest with Integrity (we work with clients on a national basis)
This model minimizes conflicts of interest. A Fee-Only financial advisor charges clients directly for his or her advice and/or ongoing management. No other financial incentive is provided, directly or indirectly, by any other institution. Fee-Only financial advisors do not sell anything. They add value with their Philosophy, Strategy, Process, Transparency and Ongoing Coaching. We strongly encourage you to work with a fee-only Advisor. We are a low cost DFA Advisor firm.
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Free & valuable information to help you maintain your lifestyle in retirement. We cover Vanguard indexing, DFA and factor investing (value, small cap, high profit, momentum). Free tools & market insights.
See why you may need a low-cost, fee only Advisor who is a fiduciary for you 100% of the time.
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