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
2024 Q2 Quarter-End Market Update: Memory Lane
On October 1, 1999, almost 25 years ago, an intrepid little band of financial advisors and staff made their way from Palo Alto to Redwood Shores to start life as a new firm, which came to be Hewins Financial Advisors. We ultimately relaunched in 2018 as Team Hewins,...
2024 Q2 Mid-Quarter Market Update – Through Thick and Thin
Buffett and Munger – A Partnership for the Ages On May 4 Berkshire Hathaway, the conglomerate run by Warren Buffett, held its annual meeting. This was the first meeting where Buffett was not accompanied by his long- time partner, Charlie Munger, who passed away in...
First Quarter 2024 Market Overview
The market rally from the fourth quarter of last year continued in the first quarter. The big picture for markets remains more or less the same; the Fed is expected to cut rates this year, just not as soon – and maybe not as much – as initially predicted. Why the...