building your future

Our approach is in a word: comprehensive

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a financial plan tailored to you

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 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 highly experienced Investment Committee guides our clients toward long-term financial growth by using solid, evidence-based strategies.

we believe

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

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. You should not have to sacrifice a sound investment approach to invest in a way that has meaning for you.
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your comfort zone

Everyone is 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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Keep Current with Team Hewins

Small Companies…Outsized Returns

Small Companies…Outsized Returns

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...

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What about Bonds? (cont.)

What about Bonds? (cont.)

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...

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Rotation and Reopening

Rotation and Reopening

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,...

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