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 saving more is one of your resolutions for 2022, there is great news: you can put away more money toward your retirement accounts next year! The IRS recently announced inflation-adjusted figures for retirement plans for 2022, and the following changes will help you...
November was an interesting month, and the first three days of December kept us on the edge of our seats. Equities were down a bit in November (other than “Big Tech”) as we again experienced fear of Covid, a new variant--so the “reopening trade” stops, and we go back...
A Tech Renaissance in Old Europe? As the attention of US investors on international affairs continues to focus on China--its economy, markets, government oversight of its companies, and its relations with the United States--it’s a good time to remember that there is a...