Your investment program

Part of your long-term plan includes investing your assets, and we do this with the benefit of Team Hewins’ disciplined, knowledge-based process. We seek to create low-cost, broadly diversified, tax-efficient portfolios without market timing or “black box” tactics.

We believe long-term success is driven by:

  • Basing your program on a well-designed financial plan
  • Understanding your appetite for risk and your need for return
  • Designing and adhering to an optimal asset allocation strategy
  • Tilting your portfolio toward the fundamental factors revealed to contribute to long-term returns by academic research

Team Hewins works hard to keep your program free of the kind of mistakes that occur when a good plan isn’t dutifully followed. We strive to make maintenance easy and transparent. And in line with our service ethic, we are fee-only fiduciaries who do not sell any financial products. We work only for you. We are on your team and no one else’s.

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SHOOK Best in State Advisor

Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. View Patrice’s full Forbes profile here.

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