Investment Management for Arizona Retirees
Low-cost ETF models, direct indexing (when appropriate), and disciplined rebalancing — coordinated with taxes and withdrawals.
- Risk-aligned allocation and IPS discipline
- Asset location & tax-loss harvesting (when appropriate)
- Factor tilts as desired with cost control
- Ongoing monitoring, rebalancing, and reporting
Why flat-fee, fee-only?
Unlike 1% AUM models, our flat-fee fiduciary approach keeps costs transparent and capped so more of your portfolio compounds toward your goals.
FAQs — City-Specific
What is your portfolio approach for Phoenix retirees?
Low-cost ETF models tailored to risk, with evidence-based tilts as desired. We rebalance and consider taxes before every trade.
Do you offer direct indexing for Phoenix?
When appropriate. It can improve tax-loss harvesting and customization for larger taxable accounts.
How do fees work versus 1% AUM in Phoenix?
We use a transparent flat fee. There’s no percentage of assets, so more of your return compounds for you.
Showing FAQs for Phoenix, AZ