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
In our last blog, we talked about staying in the market as it hits new all-time highs. A related question on the topic of market advances has to do with rebalancing, one action that we DO recommend. Rebalancing is all about risk control and getting your portfolio...
The S&P 500 has been on an upward course since it bottomed in March of last year, setting new highs pretty continually since last August. We know that the market has ups and downs, so it may be natural to feel that the market is bound to fall after a string of...
While US equities are having a strong year with the S&P 500 up roughly 21.5% including dividends since the first of January through the end of August, other markets are not performing nearly as well. The emerging market stock index is up only 2.8% for the...