Investment Philosophy & Strategic Partnerships
As your Financial Life Planner, I believe the investment process and your portfolio should be connected to and driven by the personal goals and values of your financial plan. It should be sophisticated, yet not complicated, and integrate industry leading technology. I also believe in the power of expertise and providing my clients access to some of the best investment minds in the business. To that point, I have partnered with XY Investment Solutions, LLC (“XYIS”) and Betterment for Advisors to provide low cost portfolio management solutions for my clients.
Socially Responsible Investing (SRI) & Environmental Social Governance (ESG) Considerations
A growing number of investors would like social issues to be a primary consideration in portfolio design, and feel that their commitment to the investing process is stronger when a portfolio is aligned with their personal values. In order to honor this commitment, I have additionally partnered with Dimensional Fund Advisors (DFA) to provide investment choices that align with critical environmental, social, and corporate governance considerations.* Dimensional’s low-cost, institutional mutual funds are based on extensive research into what drives market returns over time, including the work of Eugene Fama, Recipient of the 2013 Noble Prize in Economics. My clients’ portfolios are built with Dimensional funds because of their rigorous approach to SRI analysis, their structured approach to investing, and their academic, data-driven investment philosophy.
WWP is a registered investment adviser offering advisory services in the State of Oregon and in other jurisdictions where exempted. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WWP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
XY Investment Solutions is exclusively designed to serve the members of XY Planning Network (“XYPN”) and is focused on delivering investment solutions for the modern advisor and client. They believe in the tenants of asset allocation and diversification, low cost, tax efficiency and discipline. They take a global view and believe in covering both the size and style spectrum with emphasis on value. XYIS is a subsidiary of XYPN and custodies all assets at TD Ameritrade Institutional, an independent and unaffiliated custodial broker-dealer and member FINRA/SIPC. The Investment Committee boasts over 50 years of combined experience and includes industry luminary and XYPN Co-Founder Michael Kitces, XYPN Co-Founder Alan Moore, XYIS Director Brandon Moss and Mario Nardone, CFA who leads the Investment Committee.
Betterment for Advisors is a division of Betterment Securities (“Betterment Securities”), a registered broker/dealer and member of the SIPC.
*Environmental and social screens may limit investment opportunities.