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

Who says databases can’t be interesting?

Who says databases can’t be interesting?

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...

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A Fresh Look Across the Pond

A Fresh Look Across the Pond

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...

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