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
If you thought small cap stocks were the winners in the market’s climb back from 2020’s pandemic lows, you’d be right. But did you realize the extent of their outperformance? In the 12 months following the market bottom in March of last year, small caps soared...
We’re asked about rising interest rates a lot, and in a blog post last month Roger Hewins addressed the stabilizing function of a bond allocation in a diversified portfolio. This chart looks at it in another interesting way: The red diamonds indicate the largest...
The rotation continues The first quarter of 2021 saw more of the so-called “rotation” into small and value stocks that started last November with the announcement of the first vaccine. We now have roughly 30% of the country, and more than 60% of people over 65,...