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
The third quarter saw muted returns after the economic reopening story, and accommodative government policies helped drive strong returns in the first half of the year. The quarter got off to a strong start, but continued concerns about persistent inflation, supply...
The return of the Fed Tapir at long last – October 2021 After the pandemic clobbered the market and the economy locked down last year, the Fed resumed aggressive purchasing of fixed income securities to support financial markets and keep interest rates low. All...
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...