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
Financial Planning vs. Investment Management: a Brief Guide
If you’ve been delving into personal finance, odds are you’ve heard about both financial planning and investment management. While many people use these terms interchangeably, they refer to two different — albeit important — concepts. But what exactly is the...
Third Quarter 2024 Market Overview
In spite of all the uncertainty and challenges going on this year – major wars, inflation, and an extremely contentious election – markets of all flavors enjoyed a robust quarter. It was also a quarter for reversing long-established trends--bonds rallied after a...
Recent Events and Market Volatility
Global markets continue to see extensive selling today after last week’s very volatile action. Japan slid a very substantial 12.4% overnight, and the U.S. markets are down more than 2% today.1 Is this a market crisis or an opportunity? After the volatility last...