Our approach to investment management includes analytics, conversation, careful selection of appropriate investments, and always involving you, our client through ongoing education and reviews.


  1. Discuss and analyze your tolerance for risk vs reward.
  2. Construct a risk profile and a longer terminvestment objective.
  3. Develop a portfolio of broadly diversified investments that aligns with your risk tolerance.
  4. Rebalance that allocation of diversified investments to insure alignment with your investment objective.
  5. Gain insights from markets and research, integrating that learning with ongoing investment management.

For more insights on our investment strategy please visit:  www.dfaus.com