our investment approach
Let’s build your family’s lasting legacy together
an investment plan tailored to you
The Benefits of our Investment Approach
Your Team Hewins advisors work in your best interest to steadily guide you toward your goals by:
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 develop a comprehensive plan for your goals.
Creating Long-Term Financial Health
Our long-term investment strategy is designed to go the distance — to build long-term value and avoid short-term reactive thinking. We will monitor your portfolio continuously and manage it efficiently so you can move with confidence into your future.
Tailoring Investments for Your Unique Journey
Our highly experienced Investment Committee uses an evidence-based investment strategy derived from Nobel Prize-winning academic research to guide you to long-term financial growth.
With us, you’re not just investing — you’re building a legacy, and unlocking possibilities you never thought achievable.
Team Hewins’ approach to investing
Our Focus
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 strategic investing.
A “Smart Passive” approach to asset investing that tilts toward three factors (small, value, and profitability) can enhance stock returns.
Global diversification spreads risk and maximizes your opportunity set.
Cost control — via tax-aware portfolio management and low-cost investment vehicles — is essential to your bottom line.
Team Hewins’ approach to investing
Our Focus
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 to asset investing that tilts toward three factors (small, value, and profitability) can enhance stock returns.
Global diversification spreads 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 to choose your investment plan
Want to align your investments with your Environmental, Social and Governance (ESG) concerns? Whether you are interested in a broad sustainability portfolio or one more highly customized to your individual values, we have solutions to reflect your investment perspective. You should not have to sacrifice a sound investment approach to invest in a way that reflects your personal values.
freedom to choose your investment plan
Want to align your investments with your Environmental, Social and Governance (ESG) concerns? Whether you are interested in a broad sustainability portfolio or one more highly customized to your individual values, we have solutions to reflect your investment perspective. You should not have to sacrifice a sound investment approach to invest in a way that reflects your personal values.
your comfort zone
We’re all different when it comes to tolerating risk. Our goal is to guide you toward finding the right risk/reward balance for your financial wellbeing. Learn about your investment personality.
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Investment education and resources
How Much Investment Risk Can (or Should) You Take On?
The word “risk” typically has a negative connotation. That’s unfortunate because some degree of risk is necessary to grow your wealth and live the way you hope to in retirement when it comes to investing. The question is: How much risk can, or should, you take on? The...
Global Events and Capital Markets
Where to begin? It is difficult to make sense of all of the events unfolding around the world as we approach the end of a tumultuous year and look ahead to what seems likely to be another one. At times like this, we may do well to step back and outline, at the...
2023 Q4 Mid-Quarter Market Update – A World of Turmoil and Transformation
War in Israel/Gaza On October 7 Hamas invaded southern Israel, massacred 1,400 Israelis and others from around the world, and took 240 hostages. And so, Israel is now at war again, and is clearly determined to eliminate Hamas, which hides amongst and under its...