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Evidence - Based Investing

Who is marc?
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In evaluating potential wealth managers, it’s critical to understand the philosophy guiding their work. Here’s a look at ours.
purpose-driven investors
We believe in working with purpose-driven investors. If you have a long-term outlook with an eye toward saving for retirement, caring for your children or parents, giving to charities or other well-defined goals, we can help.
Your Investments
Your portfolio will be customized to your goals and needs using index and rules-based ETFs and funds. We don't believe in market timing, stock picking, or investing based on age and risk "tolerance".
Dan
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We also believe in:
Customized portfolio

Recommending a customized portfolio that reflects your need to take risk and your tolerance for dealing with market volatility.

index funds

Investing in a globally diversified portfolio of index and rules-based funds or exchange-traded funds (ETFs).

management

Avoiding funds carrying high management fees, which eat away at your earnings over time.

If your investment philosophy aligns with ours, let’s explore a relationship.
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Financial Security
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