YOU DESERVE BETTER
A BETTER PLAN
You deserve a Better Plan – a Plan that helps you achieve your most important financial goals – like a secure retirement – while avoiding unnecessary risk; a Plan that gives you confidence that your goals will be met.
A BETTER PORTFOLIO
You deserve a Better Portfolio – a Portfolio based on time-tested principles, using best-in-class mutual funds and ETFs, customized to meet your unique needs; a Portfolio that creates more wealth with less cost.
A BETTER PRICE
You deserve a Better Price – a Price that is fair, that doesn’t encourage unnecessary risk taking, or penalize you for being an affluent investor; a Price that benefits you rather than your advisor.
At Planvesting, we build low-cost, globally-diversified, tax-aware portfolios customized to each of our client's individual circumstances - including their goals, their need to bear risk, and their tax situation. And we back up everything we do with independent, objective research.
Because we aren't affiliated with any other company, our advice is conflict-free, and our fees are transparent (our only source of income is the income we receive from our clients). Of course, we also take ethics very seriously: We're keenly aware of our fiduciary responsibility to our clients and pride ourselves on being good stewards.
But, perhaps most importantly, we're finance geeks with a singular passion: to help our clients meet their most important financial goals with as much confidence and as little risk (and cost) as reasonable. That's "Investment Management Done Right!"
* Customized Guidance
* Goals-based Plans
* Stress Testing
* Evidenced-based Portfolios (EBI)
* Rebalancing, Tax-loss Harvesting
* Investment Policy Statement
* Ongoing Monitoring & Reporting
* Full Transparency
* Hourly Consults
* Investing Done Right