building your future
Our approach is in a word: comprehensive
a financial plan tailored to you
Planning with purpose
Our proprietary Smart Life Planning process is the starting point for your investment plan. Working together, we’ll learn how much risk you’re comfortable with and what your future financial needs are.
Creating long-term financial health
Our approach is designed to go the distance–to build long-term value and avoid short-term reactive thinking. We monitor your portfolio continuously and manage it efficiently so you can move with confidence into your future.
Using Nobel Prize-winning research
Our investment approach reflects four key tenets we believe are critical to successful outcomes for our clients:
Asset allocation, executed with discipline, is at the heart of good investing
A “Smart Passive” approach with tilts towards three factors (small, value and profitability) can enhance stock returns
Global diversification reduces risk and maximizes your opportunity set
Cost control–via tax-aware portfolio management and low-cost investment vehicles–is essential to your bottom line
freedom of choice
your comfort zone
Keep Current with Team Hewins
Reaching for a little extra yield in your “safe” asset class. Somehow that has always appealed to some investors who are not satisfied with the yield they get from a portfolio of diversified investment grade bonds. I suppose that has to be particularly appealing...
There is good news and bad news. Good news is about progress against COVID. As of today, over 60% of US adults have had at least their first dose of vaccine[i]. New cases and deaths are falling precipitously. The CDC acknowledged that vaccinated people do not need...
Benjamin Franklin wrote, “Our new Constitution is now established, and has an appearance that promises permanency; but in this world nothing can be said to be certain, except death and taxes” in 1789.[i] I think Franklin, himself a great inventor, could have added...