Our mission is to help our clients reach financial goals through the financial planning process and the implementation of a long term plan. We realize that some investors need growth while others just want to protect what they have.
The most important investment decision is asset allocation (cash vs. bonds vs. stocks).
This decision determines the risk of a portfolio.
Finally, market returns are best captured in the long run through the use of low cost, tax efficient,
passively managed funds such as Dimensional Funds (DFA).