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We take an academic approach to investing that is based on Modern Portfolio Theory.

This is a

Theory founded on the idea that there
is an optimum portfolio strategy resulting in the
maximum return for every level of risk. This approach
incorporates these key principles into a practical long-term plan:

Global diversification reduces risk and enhances returns
Lower expenses increase investment returns
Effective tax management also impacts portfolio performance
Investors are best served by a "structured" investment approach
Active management adds speculative risk and does not work over time
An investment strategy should be integrated into an overall financial plan

8203 West Quinault Avenue, Suite 101 in Kennewick, WA 99336